Senior UHNW Wealth Relationship Advisor

Northern Trust; Chicago (IL); On-site; USD 164,600 - 288,000; Full time

Benefits offered by this job

401k and pension benefits

Medical, dental, vision coverage

Paid time off

Discretionary bonus program

Job summary

A leading financial institution is seeking a Senior Relationship/Trust Advisor to manage complex wealth management client relationships and provide exceptional fiduciary services. The ideal candidate will have 12-15 years of experience in trust or estate administration, with a strong understanding of fiduciary standards and UHNW client management. Leadership skills and the ability to mentor junior partners are essential. A comprehensive benefits package includes retirement plans and a discretionary bonus program. Join a collaborative work culture and build your career with us.

Qualifications

• 12 - 15 years’ experience in trust administration or related fields.
• Experience managing ultra-high net worth (UHNW) clients preferred.
• Ability to manage a complex portfolio over a billion in AUM.
• Technical knowledge of investments, tax, and legal matters.

Responsibilities

• Manage complex wealth management client relationships.
• Provide proactive advice on trust products and services.
• Cultivate relationships with referral sources and advisors.
• Mentor less experienced partners.

Skills

Relationship management

Negotiation

Problem solving

Leadership

Sales

Education

JD or other related professional designations

Job description

A leading financial institution is seeking a Senior Relationship/Trust Advisor to manage complex wealth management client relationships and provide exceptional fiduciary services. The ideal candidate will have 12-15 years of experience in trust or estate administration, with a strong understanding of fiduciary standards and UHNW client management. Leadership skills and the ability to mentor junior partners are essential. A comprehensive benefits package includes retirement plans and a discretionary bonus program. Join a collaborative work culture and build your career with us.