Senior Wealth & Credit Advisory Leader

001 The Northern Trust Company; Los Angeles (CA); On-site; USD 158,000 - 269,000; Full time

Job summary

The Northern Trust Company in Los Angeles seeks an experienced wealth management professional to grow client relationships and advise on cross-selling opportunities across investments, trust and fiduciary services. You will lead negotiations on complex lending terms and collaborate with senior management to deliver strategic guidance to high-net-worth clients.

Ideal candidates have a minimum of 5 years in financial analysis and client servicing, with strong negotiation, leadership and

Qualifications

• Negotiation and sales skills to develop client relationships.
• Strong leadership and cross-functional collaboration.
• Excellent verbal and written communication to advise clients.

Responsibilities

• Develops new relationships and marketing strategies for clients.
• Manages wealth management client relationships and identifies opportunities outside banking.
• Structure and negotiate complex loan/lease agreements with senior guidance.
• Advise clients on Goals Driven Wealth Management and cross-sell opportunities.

Skills

Negotiation

Leadership

Sales

Communication

Job description

The Northern Trust Company in Los Angeles seeks an experienced wealth management professional to grow client relationships and advise on cross-selling opportunities across investments, trust and fiduciary services. You will lead negotiations on complex lending terms and collaborate with senior management to deliver strategic guidance to high-net-worth clients.

Ideal candidates have a minimum of 5 years in financial analysis and client servicing, with strong negotiation, leadership and