Senior Wealth Relationship Leader

001 The Northern Trust Company; Greenwich (CT); In loco; USD 180.000 - 280.000; Tempo pieno

Descrizione del lavoro

Northern Trust is seeking a seasoned client relationship professional to manage and expand high net worth accounts. You will own retention and growth of Tier IV/HNW/UHNW clients, guiding strategy, coordinating product specialists, and delivering advice-driven solutions across banking and investment needs.

Ideal candidates bring 10–15 years in wealth management, a track record in fiduciary/sales roles, and professional designations such as MBA/CFA/CFP.

Competenze

• Broad knowledge of personal financial planning.
• 10-15 years of industry experience including relationship management, portfolio management, fiduciary or sales experience.
• MBA and/or CFA, CFP, CIMA, CPWA, CAIA, CTFA or similar financial services designations preferred.

Mansioni

• Evaluate, develop, and implement client relationship plans across total relationship.
• Assess clients' banking and investment needs and identify growth opportunities.
• Build relationships, engage specialists, close sales, and ensure smooth service delivery.
• Structure and negotiate loans within lending limits while maintaining credit quality.
• Advise clients on financial issues, products, services, taxes and regulatory changes.

Descrizione del lavoro

Northern Trust is seeking a seasoned client relationship professional to manage and expand high net worth accounts. You will own retention and growth of Tier IV/HNW/UHNW clients, guiding strategy, coordinating product specialists, and delivering advice-driven solutions across banking and investment needs.

Ideal candidates bring 10–15 years in wealth management, a track record in fiduciary/sales roles, and professional designations such as MBA/CFA/CFP.