Senior Wealth Portfolio Advisor for HNW/UHNW Clients

Northern Trust Corp.; Lake Forest (IL); On-site; USD 115,000 - 195,000; Full time

Benefits offered by this job

401(k) and pension

Health and welfare benefits

Paid time off

Job summary

Northern Trust seeks a Portfolio Advisor, Wealth Management to manage investment activities for high net worth clients within a Wealth Advisory team in the United States. You will develop investment objectives and collaborate with the client service team to meet goals end-to-end.

The ideal candidate brings 8+ years of investment experience, solid portfolio management knowledge, and may hold a CFA designation. Strong decision-making and negotiation skills are essential for success in this role.

Qualifications

• 8+ years of investment experience with wealth management clients.
• Strong knowledge of investment theory and portfolio management.
• Excellent decision making and negotiation skills are required.

Responsibilities

• Manage investment activities for high net worth and UHNW accounts.
• Develop and recommend investment objectives to achieve client goals.
• Collaborate with client service team to identify opportunities and execute portfolios.
• Adhere to investment guidelines and report on performance and risks.

Skills

Investment knowledge

Portfolio management

Decision making

Negotiation

Sales skills

Education

CFA (preferred)

Job description

Northern Trust seeks a Portfolio Advisor, Wealth Management to manage investment activities for high net worth clients within a Wealth Advisory team in the United States. You will develop investment objectives and collaborate with the client service team to meet goals end-to-end.

The ideal candidate brings 8+ years of investment experience, solid portfolio management knowledge, and may hold a CFA designation. Strong decision-making and negotiation skills are essential for success in this role.