Northern Trust

Sr Relationship Advisor

Northern Trust
San Diego, CA, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

Welcome to Northern Trust, a leading global financial services company with a rich history of serving clients for over 130 years. We are currently seeking a highly experienced and dynamic Senior Relationship Advisor to join our team. In this role, you will have the opportunity to work with a diverse portfolio of high net worth clients and provide them with personalized financial solutions to meet their unique needs. Our ideal candidate is a skilled relationship builder with a strong background in wealth management, exceptional communication skills, and a passion for delivering exceptional client service. If you are a driven and client-focused individual with a deep understanding of the financial industry, we invite you to apply for this exciting opportunity.

  1. Establish and maintain strong relationships with high net worth clients.
  2. Understand and assess clients' financial needs and develop personalized solutions.
  3. Act as a trusted advisor to clients, providing expert guidance and advice on wealth management.
  4. Conduct regular reviews of client portfolios and make recommendations for adjustments as needed.
  5. Collaborate with internal teams to ensure seamless delivery of services to clients.
  6. Stay up-to-date on industry trends, regulations, and market changes to provide clients with the most relevant and accurate information.
  7. Proactively identify new business opportunities and work towards achieving sales targets.
  8. Handle client inquiries and concerns in a timely and professional manner.
  9. Represent Northern Trust in client meetings and events, showcasing our brand and values.
  10. Maintain accurate client records and update relevant systems with any changes or updates.
  11. Continuously monitor and assess client satisfaction to ensure high levels of retention and loyalty.
  12. Mentor and train junior relationship advisors, sharing knowledge and best practices.
  13. Collaborate with marketing and communications teams to develop client communication materials and strategies.
  14. Adhere to all company policies, procedures, and regulatory requirements.
  15. Strive to continuously improve and enhance the client experience.
Where is this job?
This job is located at San Diego, CA, USA
Job Qualifications

  • Extensive Experience In Wealth Management: A Sr Relationship Advisor At Northern Trust Should Have A Minimum Of 7-10 Years Of Experience In Wealth Management, With A Proven Track Record Of Managing High Net Worth Clients And Their Complex Financial Needs.

  • Strong Knowledge Of Financial Products And Services: Candidates Should Possess A Deep Understanding Of Various Financial Products And Services Such As Investments, Banking, Trust And Estate Planning, And Tax Strategies. This Knowledge Is Essential In Providing Comprehensive Financial Advice To Clients.

  • Excellent Communication And Interpersonal Skills: As A Sr Relationship Advisor, One Must Be Able To Build And Maintain Strong Relationships With Clients, Colleagues, And Other Professionals. Strong Communication Skills, Both Verbal And Written, Are Essential In Providing Clear And Concise Financial Advice To Clients.

  • Proven Sales And Business Development Skills: The Role Of A Sr Relationship Advisor Also Involves Generating New Business And Expanding Existing Relationships. Candidates Should Have A Proven Track Record Of Successful Sales And Business Development In The Wealth Management Industry.

  • Professional Qualifications And Certifications: A Sr Relationship Advisor At Northern Trust Should Possess Relevant Professional Qualifications Such As A Cfa, Cfp, Or Cpa. These Certifications Demonstrate A Commitment To Continued Learning And Professional Development, Which Is Highly Valued At Northern Trust.

Required Skills

  • Risk Management

  • Communication Skills

  • Financial Planning

  • Business Development

  • customer service

  • Market

  • Relationship Building

  • Consultative selling

  • Portfolio Management

  • wealth management

  • Client management

  • Investment Strategies

Soft Skills

  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Attention to detail

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Sr Relationship Advisor in San Diego, CA, USA is $65,000-$85,000 per year. This can vary depending on the specific company, industry, and level of experience of the individual.

Additional Information
Northern Trust is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 2nd, 2025
Apply BeforeJune 9th, 2026
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About Northern Trust

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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