Senior Portfolio Advisor
Welcome to Northern Trust, a leading global financial institution dedicated to providing exceptional service and expert guidance to our clients. We are currently seeking a Senior Portfolio Advisor to join our team and provide strategic investment advice to high net worth individuals and families. As a Senior Portfolio Advisor, you will have the opportunity to work with a dynamic and diverse group of clients, utilizing your extensive knowledge and experience to help them achieve their financial goals. We are looking for a highly skilled and motivated individual who is driven to deliver exceptional results and provide unparalleled service to our clients. If you have a passion for finance and a proven track record of success in portfolio management, we welcome you to apply for this exciting opportunity.
- Provide strategic investment advice to high net worth individuals and families.
- Utilize extensive knowledge and experience to help clients achieve their financial goals.
- Work with a dynamic and diverse group of clients.
- Deliver exceptional results and provide unparalleled service to clients.
- Demonstrate a strong passion for finance and a proven track record of success in portfolio management.
- Conduct thorough research and analysis to identify suitable investment opportunities for clients.
- Develop and maintain relationships with clients to understand their financial needs and goals.
- Collaborate with other members of the team to provide comprehensive financial solutions to clients.
- Stay updated on market trends, economic conditions, and financial regulations to make informed investment recommendations.
- Monitor and review client portfolios to ensure they align with their investment objectives.
- Communicate complex financial information in a clear and concise manner to clients.
- Stay compliant with all industry regulations and company policies.
- Continuously strive for excellence in client service and satisfaction.
- Mentor and provide guidance to junior team members.
- Contribute to the growth and success of the company through business development and networking efforts.
Extensive Experience In Portfolio Management: A Senior Portfolio Advisor At Northern Trust Should Have A Minimum Of 10 Years Of Experience In Managing Investment Portfolios. This Experience Should Include A Diverse Range Of Asset Classes, Such As Equities, Fixed Income, Real Estate, And Alternative Investments.
Strong Knowledge Of Financial Markets: A Successful Senior Portfolio Advisor Should Have A Deep Understanding Of Global Financial Markets And Economic Trends. This Includes Staying Up-To-Date On Market News, Analyzing Market Data, And Using This Information To Make Informed Investment Decisions For Clients.
Excellent Communication And Interpersonal Skills: As A Senior Portfolio Advisor, One Must Have Excellent Communication And Interpersonal Skills To Effectively Interact With Clients, Colleagues, And Other Stakeholders. This Includes The Ability To Explain Complex Financial Concepts In A Clear And Concise Manner And Build Strong Relationships With Clients.
Cfa Or Mba Designation: A Cfa (Chartered Financial Analyst) Or Mba (Master Of Business Administration) Designation Is Highly Preferred For A Senior Portfolio Advisor Position At Northern Trust. This Demonstrates A High Level Of Expertise And Knowledge In The Field Of Finance And Investment Management.
Proven Track Record Of Success: A Senior Portfolio Advisor Should Have A Proven Track Record Of Success In Managing Investment Portfolios And Achieving Strong Returns For Clients. This Can Be Demonstrated Through Performance Metrics, Client Testimonials, Or Industry Recognition. Northern Trust Looks For Candidates Who Have A Track Record Of Consistently Exceeding Client Expectations.
Risk Management
Financial Analysis
Market Research
Investment Strategy
Portfolio Management
Client Relationship Management
Asset allocation
Portfolio optimization
Wealth planning
performance tracking
Retirement
Asset Valuation
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
creativity
Attention to detail
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Senior Portfolio Advisor in Chicago, IL, USA is between $97,000 and $150,000 per year. This range can vary depending on factors such as the specific industry, company size, and level of experience of the individual. It is important to note that this is an average range and salaries may fall above or below this range based on individual circumstances.
Apply with Video Cover Letter Add a warm greeting to your application and stand out!
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.
Get interviewed today!
JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.
Get Started