Strategic Wealth Banking Advisor

001 The Northern Trust Company; Los Angeles (CA); Sur place; USD 132 000 - 224 000; Plein temps

Avantages offerts par ce poste

Health benefits

401k and pension

Paid time off

Parental and caregiver leave

Life & accident insurance

Well-being benefits

Résumé du poste

Northern Trust is a global leader in wealth management, asset servicing, and banking services with a long history of stability and expertise. The role focuses on developing new relationships, managing complex client needs, and driving cross-sell opportunities across investment, fiduciary, and treasury services.

The position requires strong negotiation and leadership skills, excellent communication, and the ability to source leads through COIs.

Qualifications

• Negotiation, leadership and sales are necessary to develop client and prospect relationships and a partner network.
• Excellent oral and written communication skills are required.
• Highly flexible and adaptable to change.

Responsabilités

• Develops new and existing client relationships and marketing strategy.
• Manages complex wealth management banking, credit and treasury relationships and identifies cross-selling opportunities.
• Performs high-level operational execution and develops strategic direction for business areas.
• Negotiate loan and lease terms and prepare financing documentation.
• Source and nurture a network of COIs to generate leads.

Connaissances

Negotiation

Leadership

Sales

Communication

Description du poste

Northern Trust is a global leader in wealth management, asset servicing, and banking services with a long history of stability and expertise. The role focuses on developing new relationships, managing complex client needs, and driving cross-sell opportunities across investment, fiduciary, and treasury services.

The position requires strong negotiation and leadership skills, excellent communication, and the ability to source leads through COIs.