JobMesh

Portfolio Advisor, Wealth Management

Northern Trust · Chicago, Illinois, US

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operat...

Job description

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. PORTFOLIO ADVISOR, WEALTH MANAGEMENT OH: R154923: 1. Manages investment activities for a full set of major fee revenue producing accounts, representing high net worth (HNW) ultra-high net worth (UHNW) personal trusts in a Wealth Advisory team. 2. Assists in development and recommendations of designed to achieve investment objectives for specific individual clients. 3. Analyzes and plans the overall investment strategy with continuous revision as goals and objectives change and in the context of client needs working closely and proactively with the broader client service team to identify and execute on areas of oppo...