Relationship Advisor
Relationship Advisor
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Salary Not Disclosed
1 Vacancy
Job Description
About Northern Trust:
Northern Trust a Fortune 500 company is a globally recognized award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the worlds most successful individuals families and institutions by remaining true to our enduring principles of service expertise and integrity. With more than 130 years of financial experience and over 22000 partners we serve the worlds most sophisticated clients using leading technology and exceptional service.
Major Duties :1. Manages assigned account base of wealth management clients by working with clients and their professional advisors to develop a thorough understanding of the clients needs and goals. Exhibits knowledge of governing documents and account agreements. Exhibits clear knowledge of fiduciary duties applicable laws and oversight including trust and tax law estate planning techniques financial planning asset management and prudent investment principles.
2. Guides client conversations for goals driven wealth management and holistic advice. Provides proactive advice to clients on NTs products/services emerging issues regulatory/tax changes and appropriate actions for the client. Combines technical knowledge with fact finding and analysis to develop advice-driven solutions for clients. Explains complicated concepts to clients in a thoughtful way using non-technical terminology.
3. Maintains a working knowledge of various NT resources and utilizes fiduciary knowledge experience and NT resources to identify opportunities for relationship enhancement.
4. Focused client service with responsiveness diplomacy and tact; proactive client contact through written and verbal communication with suitable frequency. Exhibits excellent time management skills.
5. Builds and maintains knowledge of NT fiduciary standards and practices applying fiduciary knowledge and judgment to fiduciary relationships. Understands and complies with internal policies processes and procedures to effect prudent risk management and judgment. Recognizes fiduciary risk issues and seeks appropriate resolution.
6. Cultivates relationships with referral sources and centers of influence to build the business; identifies and develops new business opportunities. Participates in community and professional organizations representing NT.
7. Teaches and mentors less experienced partners. Advises Relationship Advisors on fiduciary issues and serves as a fiduciary resource on relationships managed by Relationship Advisors.
8. Travels to meet with clients where appropriate considering revenue new business opportunities or servicing requirements.
9. Seeks continued development of fiduciary and advisory skills through training and experience.
10. Exercises judgment based on the analysis of multiple sources of information.
11. Eligible to serve as LRM in PCA and PCS.
Knowledge : Knowledge of fiduciary and financial products and services usually acquired through related work experience is required to manage client accounts.
Technical knowledge of investments tax legal and operations usually acquired through formal education or related experience is required to service clients.
Knowledge of fiduciary standards principles and applicable laws and regulations usually acquired through training seminars or law school is required to administer accounts.
Skills in negotiating problem solving delegating leadership and sales are necessary to service the client relationship.
Ability to explain difficult or sensitive information; ability to work to build consensus.
Experience : College or university degree &/or relevant proven work experience
7-10 years experience in fiduciary servicing in personal trust estate administration or related fields.
Working with Us:
As a Northern Trust partner greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged senior leaders are accessible and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
Wed love to learn more about how your interests and experience could be a fit with one of the worlds most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process please email our HR Service Center at .
We hope youre excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
