Client Advisor, WM Advisory
The successful candidate will have:
- A College or University degree and/or relevant proven work experience is preferred.
- A minimum of 5 years experience in asset servicing, relationship management, personal trust, investment management or related fields is required.
- Excellent oral and written communication skills are required. In-depth Functional/Industry knowledge of financial products and services, usually acquired through related work experience, is required.
- Medium level of knowledge of investments, fiduciary relationships, estate planning, financial planning, capital markets, banking and operations usually acquired through formal education or related experience is required.
- Highly flexible and adaptable to changeTechnical skills / systems knowledge (e.g. Peoplesoft) is required Skills in negotiating, problem solving, delegating, leadership, and sales are required
For more than a century, Northern Trust has worked hard building our legacy of outstanding service, expertise and integrity. From a Chicago-based bank founded in 1889, we now have more than 20 international locations and 18,100 employees globally. We serve the world’s most-sophisticated clients – from sovereign wealth funds and the wealthiest individuals and families, to the most-successful hedge funds and corporate brands.
We burnished our reputation as a global leader delivering innovative investment management, asset and fund administration, fiduciary and banking solutions enabled by sophisticated, leading technology. And through it all, we continually laid a solid, forward-looking foundation on which future generations can continue growing and achieving greater.
As of June 30, 2018, Northern Trust Corporation had:
$135 billion in banking assets
$8.1 trillion in assets under custody
$10.7 trillion in assets under custody/administration
1.1 trillion in assets under management