Portfolio Advisor
Northern Trust(4 months ago)
About this role
A Senior Investment Advisor at Northern Trust manages major investment relationships for high-net-worth individuals, families, and fiduciary accounts, providing tailored investment programs within the bank’s Goals Driven Wealth Management framework. The role serves sophisticated clients and works closely with internal teams and external professionals to uphold trust and fiduciary standards.
Required Skills
- Investment Management
- Portfolio Management
- Asset Allocation
- Client Servicing
- Fiduciary Oversight
- Financial Analysis
- Business Development
- Compliance Reporting
- Relationship Management
- Presentation Skills
+2 more
Qualifications
- MBA
- CFA
- CFP
- CIMA
- CPWA
- CAIA
About Northern Trust
northerntrust.comGuided by founding principles of service, expertise and integrity, our experts help the world’s most successful individuals, families and institutions achieve their goals.
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