
Account Manager, Wealth Management Advisory
Are you a driven and client-focused individual with a passion for providing exceptional financial advice? Look no further! Northern Trust is seeking a dynamic Account Manager to join our Wealth Management Advisory team. In this role, you will have the opportunity to utilize your expertise and build lasting relationships with high net worth individuals and families. As an integral member of our team, you will play a critical role in helping clients achieve their financial goals. If you are a self-starter with strong communication skills and a deep understanding of wealth management, we want to hear from you!
- Provide exceptional financial advice to high net worth individuals and families.
- Build and maintain strong relationships with clients.
- Serve as the primary point of contact for clients and manage all aspects of their wealth management needs.
- Develop and implement customized financial strategies for clients based on their specific goals and risk tolerance.
- Stay up-to-date on market trends and changes in the financial industry to provide informed advice to clients.
- Collaborate with other members of the wealth management team, including investment advisors and analysts, to deliver comprehensive solutions to clients.
- Proactively identify potential opportunities for clients and make recommendations to optimize their financial portfolios.
- Ensure compliance with all applicable regulations and internal policies.
- Act as a brand ambassador for Northern Trust and promote our services to prospective clients.
- Continuously strive to exceed client expectations and contribute to the overall success of the Wealth Management Advisory team.
Bachelor's Degree In Finance, Business, Or A Related Field.
Excellent Communication And Interpersonal Skills To Build And Maintain Client Relationships.
Minimum Of 3 Years Experience In Wealth Management Or Financial Advisory Services.
Strong Knowledge Of Investment Products, Financial Markets, And Industry Regulations.
Proven Track Record Of Meeting Sales Targets And Driving Revenue Growth.
Financial Planning
Portfolio Management
Risk assessment
Market analysis
wealth management
Asset allocation
Retirement planning
Estate Planning
Client Relationship
Investment Strategies
Wealth Preservation
Tax Strategies
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
creativity
flexibility
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Account Manager, Wealth Management Advisory in Sarasota, FL, USA is between $55,000 and $80,000 per year. This may vary based on factors such as experience, education, and specific job responsibilities.
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Northern Trust Corporation is a financial services company that caters to corporations, institutional investors, and ultra high net worth individuals. It is one of the largest banks in the United States and one of the oldest banks in continuous operation.

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