Wealth Management Relationship Advisor

Northern Trust; Houston (TX); On-site; USD 80,000 - 120,000; Full time

Job summary

Northern Trust is seeking a relationship management professional to serve wealth management clients and their advisors. You will develop a thorough understanding of client needs, coordinate with internal teams, and deliver holistic financial services with fiduciary prudence.

This role emphasizes proactive client contact, deep product knowledge, and effective communication while upholding the company’s service, expertise, and integrity principles that guide our global client relationships.

Qualifications

• Knowledge of financial products, operations and accounting systems.
• General business knowledge, including accounting.
• Developing knowledge of investments, advisory relationships, estate planning, financial planning, capital markets, banking and operations.
• Emerging knowledge of fiduciary standards and practices.
• Analytical, negotiating, problem solving and sales skills.
• Ability to explain complex information to others clearly.

Responsibilities

• Coordinate account management and client service requests with timely follow-up.
• Manage wealth management client base with advisors to understand needs and goals.
• Collaborate with internal partners to identify client opportunities and solutions.
• Provide proactive client contact and build relationships with referral sources.
• Support business development with client presentations and relationship cultivation.
• Seek continued development of advisory skills through training and experience.

Skills

Financial products knowledge

Business knowledge

Advisory relationships

Capital markets knowledge

Analytical skills

Communication skills

Education

College degree

Wealth planning experience

Job description

Northern Trust is seeking a relationship management professional to serve wealth management clients and their advisors. You will develop a thorough understanding of client needs, coordinate with internal teams, and deliver holistic financial services with fiduciary prudence.

This role emphasizes proactive client contact, deep product knowledge, and effective communication while upholding the company’s service, expertise, and integrity principles that guide our global client relationships.