Relationship Advisor - Wealth Management

Are you a skilled and knowledgeable financial professional with a passion for building strong relationships with clients? Do you have experience in wealth management and a desire to help individuals and families achieve their financial goals? If so, Northern Trust is seeking a Relationship Advisor to join our Wealth Management team. With a focus on personalized service and expert advice, we are dedicated to providing our clients with the best possible financial solutions. As a Relationship Advisor, you will have the opportunity to work closely with high-net-worth clients, offering strategic guidance and building lasting partnerships. We are looking for a candidate with a strong financial background, exceptional communication skills, and a client-centric approach. Join our team and make a positive impact on the lives of our clients.

1. Develop and maintain strong relationships with high-net-worth clients.
2. Provide expert financial advice and guidance to clients.
3. Identify and understand clients' financial goals and objectives.
4. Collaborate with clients to develop personalized financial plans.
5. Monitor and review clients' investment portfolios.
6. Proactively identify and address potential financial issues or risks.
7. Stay updated on industry trends and regulations.
8. Serve as the main point of contact for clients, addressing any questions or concerns.
9. Work closely with other team members to ensure seamless service delivery to clients.
10. Meet or exceed individual and team sales and revenue goals.
11. Continuously build and expand client base through networking and referrals.
12. Maintain accurate and up-to-date client records and documentation.
13. Stay informed on Northern Trust's products, services, and offerings.
14. Conduct presentations and participate in client events to promote Northern Trust's wealth management services.
15. Adhere to all company policies and procedures, as well as regulatory guidelines.

According to JobzMall, the average salary range for a Relationship Advisor - Wealth Management in Chicago, IL, USA is $70,000 - $100,000 per year. Salaries may vary depending on experience, qualifications, and the specific company or financial institution.

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.