Wealth Portfolio Advisor — Client-Focused Growth

001 The Northern Trust Company; Los Angeles (CA); Presencial; USD 115.000 - 195.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401k and pension

Health and welfare benefits

Paid time off

Parental and caregiver leave

Life & accident insurance

Discretionary bonus program

Descripción de la vacante

Northern Trust is seeking an experienced Investment professional to manage investments for a growing set of major fee-revenue accounts, including personal trusts and portfolios. You will collaborate with Investment Advisors to refine objectives and coordinate with the client service team to meet client goals.

Responsibilities include developing relationships with local clients and co-trustees, mentoring Investment Associates, and ensuring adherence to investment guidelines while leveraging new

Formación

• Knowledge of investment and portfolio management theory and financial principles.
• Analytical and interpretive skills to understand client needs in investment contexts.
• In-depth conceptual and practical knowledge in investment discipline.

Responsabilidades

• Manages investment activities for a growing set of major fee-revenue accounts including personal trusts and portfolios.
• Assists in developing and recommending investment objectives for specific clients.
• Collaborates with Investment Advisors to align overall strategy with client needs and objectives.
• Develops influential relationships with local client teams, co-trustees, consultants, and outside counsel.
• Provides high-level support to the Investment Advisory team and mentors Investment Associates.

Conocimientos

Investment knowledge

Portfolio management

Analytical skills

Client collaboration

Descripción del empleo

Northern Trust is seeking an experienced Investment professional to manage investments for a growing set of major fee-revenue accounts, including personal trusts and portfolios. You will collaborate with Investment Advisors to refine objectives and coordinate with the client service team to meet client goals.

Responsibilities include developing relationships with local clients and co-trustees, mentoring Investment Associates, and ensuring adherence to investment guidelines while leveraging new