Senior Wealth & Banking Advisor

Northern Trust Corp; Dallas (TX); Presencial; USD 156.000 - 274.000; Jornada completa

Descripción de la vacante

Northern Trust is a global financial services leader providing wealth management, asset servicing and banking solutions. The company seeks an experienced professional to manage sophisticated client relationships and spearhead wealth management strategies across business units.

The role emphasizes strategic advisory, loan structuring, cross-selling, and leadership of cross-functional teams to deliver exceptional client service and financial outcomes.

Formación

• Advanced knowledge of the banking industry and financing concepts.
• Strong negotiation, leadership and sales abilities.
• Excellent verbal and written communication skills.
• Ability to build client relationships and cross-sell opportunities.
• Strategic thinker capable of cross-functional collaboration.

Responsabilidades

• Develops new client relationships and marketing strategies.
• Manages complex wealth management client relationships and referrals.
• Structure and negotiate loans/financing according to policy.
• Advise clients on goals-driven wealth management strategies.
• Lead and mentor teams on large-scale initiatives.

Conocimientos

Banking knowledge

Negotiation

Leadership

Sales skills

Descripción del empleo

Northern Trust is a global financial services leader providing wealth management, asset servicing and banking solutions. The company seeks an experienced professional to manage sophisticated client relationships and spearhead wealth management strategies across business units.

The role emphasizes strategic advisory, loan structuring, cross-selling, and leadership of cross-functional teams to deliver exceptional client service and financial outcomes.