Private Wealth Director
Northern Trust(18 days ago)
About this role
A Private Wealth Director at Northern Trust manages and develops client relationships by providing tailored wealth management strategies, coordinating a team of experts to deliver comprehensive financial services. The role focuses on client retention, organic growth, and serving as a trusted advisor for high-net-worth clients, mainly based in Texas.
Required Skills
- Relationship Management
- Financial Planning
- Investment Management
- Estate Planning
- Tax Planning
- Family Governance
- Asset Management
- Wealth Structuring
- Financial Advice
- Communication
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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