UHNW Wealth & Trust Relationship Advisor

Northern Trust Corp; Chicago (IL); On-site; USD 164,600 - 288,000; Full time

Benefits offered by this job

Comprehensive benefits package

401k and pension

Discretionary bonus program

Job summary

A Fortune 500 financial institution seeks a Senior Relationship/Trust Advisor in Chicago, IL, to manage complex wealth management client relationships. The role requires deep knowledge of fiduciary standards and the ability to provide proactive advice. Ideal candidates will have extensive experience with ultra-high net worth clients, strong leadership skills, and relevant professional designations. This opportunity includes a competitive salary and comprehensive benefits, emphasizing a collaborative work culture for career growth.

Qualifications

• 12-15 years’ experience as a relationship manager in trust administration, estate planning, or related fields.
• Experience with ultra-high net worth clients is preferred.
• Ability to manage a complex portfolio of over a billion in AUM.

Responsibilities

• Manage assigned account base of wealth management clients.
• Lead client conversations for life-driven wealth management.
• Develop and mentor less experienced partners.

Skills

Relationship management

Negotiation

Problem solving

Leadership

Education

JD or CFP or CPWA

Formal education in finance or law

Job description

A Fortune 500 financial institution seeks a Senior Relationship/Trust Advisor in Chicago, IL, to manage complex wealth management client relationships. The role requires deep knowledge of fiduciary standards and the ability to provide proactive advice. Ideal candidates will have extensive experience with ultra-high net worth clients, strong leadership skills, and relevant professional designations. This opportunity includes a competitive salary and comprehensive benefits, emphasizing a collaborative work culture for career growth.