Wealth Portfolio Advisor (Client-Focused)

Northern Trust; Los Angeles (CA); Presencial; USD 115 000 - 195 000; Tempo integral

Resumo da oferta

Northern Trust offers a challenging role in wealth management within a global financial services leader. You will manage investment activities for diverse client accounts, working closely with Investment Advisors to refine strategies and meet client objectives.

The position emphasizes collaboration, risk-aware practices, and ongoing professional development. Ideal candidates bring investment theory knowledge, strong analytical skills, and the ability to mentor teammates while adhering to company

Qualificações

• Knowledge of investment theory and portfolio management.
• Analytical and interpretive skills to assess client needs and investment strategies.
• Ability to work with a client service team and advise on objectives.

Responsabilidades

• Manage investment activities for a growing set of accounts with varying sizes and complexity.
• Assist in developing recommendations to achieve client investment objectives.
• Collaborate with Investment Advisors to align strategy with client goals and market conditions.
• Provide high-level support to the Investment Advisory team and mentor junior staff.

Conhecimentos

Investment knowledge

Analytical skills

Communication

Ferramentas

CRA

Wealthbench

GPS

WM Alternatives

Descrição da oferta de emprego

Northern Trust offers a challenging role in wealth management within a global financial services leader. You will manage investment activities for diverse client accounts, working closely with Investment Advisors to refine strategies and meet client objectives.

The position emphasizes collaboration, risk-aware practices, and ongoing professional development. Ideal candidates bring investment theory knowledge, strong analytical skills, and the ability to mentor teammates while adhering to company