Sr. Portfolio Banker - Global Family Office

Welcome to Northern Trust, a leading global financial institution with a rich history of providing exceptional wealth management services to high net worth individuals and families. We are currently seeking a highly experienced and dynamic individual to join our team as a Sr. Portfolio Banker for our Global Family Office division.As a Sr. Portfolio Banker at Northern Trust, you will have the unique opportunity to work closely with some of the world's most affluent families, managing their complex financial needs and providing them with tailored solutions to help them achieve their long-term financial goals.We are looking for a driven and results-oriented individual with a strong background in wealth management and a deep understanding of the needs and challenges faced by ultra-high net worth families. In addition to possessing excellent communication and relationship-building skills, the ideal candidate will also have a proven track record of success in managing large and diverse portfolios.If you are passionate about delivering exceptional service and are committed to making a positive impact on the lives of our clients and their families, we invite you to join our team at Northern Trust.

1. Establish and maintain strong relationships with high net worth individuals and families, acting as their primary point of contact for all financial matters.
2. Provide comprehensive wealth management solutions to clients, taking into consideration their unique needs and goals.
3. Manage a large and diverse portfolio, ensuring its growth and profitability through strategic investment decisions.
4. Develop and implement customized financial plans for clients, incorporating various products and services offered by Northern Trust.
5. Work closely with other team members, such as investment advisors and tax specialists, to provide a holistic approach to client management.
6. Stay up-to-date with industry trends and developments in order to provide the best possible advice and solutions to clients.
7. Act as a brand ambassador for Northern Trust, upholding the institution's reputation for excellence and professionalism.
8. Utilize strong communication and interpersonal skills to build and maintain trust with clients, and to effectively convey complex financial information.
9. Monitor and report on the performance of clients' portfolios, making adjustments as needed to ensure alignment with their long-term financial goals.
10. Attend industry events and networking opportunities to expand client base and promote the services of Northern Trust.
11. Adhere to all regulatory and compliance requirements, ensuring the highest standards of ethical conduct in all interactions with clients.
12. Continuously strive for professional growth and development, seeking out opportunities to enhance skills and knowledge in the wealth management field.
13. Contribute to the overall success and growth of the Global Family Office division through active participation in team meetings and sharing of best practices.
14. Uphold Northern Trust's values of integrity, transparency, and client-centricity in all aspects of the role.

According to JobzMall, the average salary range for a Sr. Portfolio Banker - Global Family Office in Chicago, IL, USA is between $100,000 and $200,000 per year. However, this range can vary depending on factors such as experience, location, and company size. It is recommended to research specific job listings and companies for more accurate salary information.

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.