CAREERS

RELATIONSHIP MANAGER (WEALTH MANAGEMENT)

📁
Personal Trust
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91583 Requisition #

About Northern Trust:

Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With 130 years of financial experience and nearly 20,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

As a Northern Trust employee (Partner), you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company that is committed to strengthening the communities we serve.

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you would benefit from adjustments for any part of the employment process, please inform the recruiter to discuss your individual requirements.

We recognize the value of inclusion and diversity in culture, in thought, and in experience, which is why Forbes ranked us the top employer for Diversity in 2018. 

The key responsibilities of the role include: 

PRINCIPAL RESPONSIBILITIES

    Demonstrates sound technical/industry knowledge to support the management and delivery of range of products and  services available to Family Office clients from moment of appointment including the transition, analysing client needs, recommending improvements, and assessing the impact of any newly recommended or additional financial services.

    Cultivates strong working relationships with client contacts. Demonstrates ability to add value by anticipating possible solutions and partnering with client to implement.

    Responsible for the overall satisfaction of the client relationship and in doing so develops a complete understanding of client's business, objectives, goals, and market challenges. 

    Is responsible for all KYC, AML and supporting documentation such as service level descriptions across relationships.  

    Ensures overall client satisfaction by facilitating efforts of cross-company service team, coordinating resources to ensure timely delivery and issue-resolution, and effectively communicating client concerns/needs to partners.

    Works with internal partners throughout the bank to facilitate implementation of solutions 
to client needs.

    Cross sells products/services and leads the development of new solutions to client needs. Coordinates presentations, brings in experts when appropriate, "closes the sale", ensures smooth delivery of new services, and communicates emerging needs.

    Manages client profitability. Understands competitive environment and anticipates and identifies opportunities, develops pricing strategies, works to enhance profitability.

    Ensure client confidentiality at all times

    Implement client servicing model as defined for each client as well as strategic annual client reviews. 

CLIENT MEETINGS
    Conduct regular client service review – Plan meetings, send agendas and ensure that all Northern Trust partners attending meetings are fully briefed.
    Plan and run the relationship review and ongoing meetings as needed
    Prepare call reports within 48 hours of the meeting
    Drive follow up items from any client meetings and interactions
    Follow up with internal parties on any queries/issues which arise from meetings within 24 hours.

DOCUMENTATION/ADMINISTRATION
    Maintain all documentation/files as appropriate to each client relationship. 
    Client reviews accurate and completed on time 

 

The successful candidate will benefit from having: 
    A strong background with a good understanding of the family office industry
    Direct experience in interacting with demanding clients or prospects and meeting their needs
    Excellent organizational skills and comfort in prioritizing competing demands 
    Ability to perform under pressure and to be flexible with working when required
    Excellent written and verbal communication skills 
    Self- motivated
    Values being part of a wider relationship management team and collaborates and shares best practice 

The competencies that would be valuable for this role include: 

•    Communication
•    Focused client relationships
•    Time management
•    Adaptable/flexible
•    Team focused

Working with Us:

We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and ethical companies. In return, we will support you with your personal and career goals in a number of ways:

Financial – Life Assurance, Disability Plan, Pension/ Gratuity, Annual Pay Review

Work Life Balance – Flexible Work Options, Incremental Annual Leave, Community Volunteer Days

Health & Wellbeing – Private Medical Insurance (REMOVE FOR LUX POSTINGS), Active Sports & Social clubs (lunchtime and after-work groups), Employee Assistance Program

Professional Development – Clear Career Path, Education Assistance, Recognition Programme, NT University (wide range of online, virtual & in-house training options) and employee-led Business Resource Councils dedicated to diversity and inclusion initiatives.

And Finally 

We hope you’re excited about the role and the opportunity to work with us.
We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.


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Reasonable Accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), +630-276-5353 (Asia Pacific), 1800-425-0333 (India), +44(0)207 982 4357 (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.

Equal Employment Opportunity Statements
  • APAC/India EEO Statement
    • APAC/INDIA EEO STATEMENT

      It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

  • Canada EEO Statement
    • Canada EEO STATEMENT

      Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance.

  • EMEA EEO Statement
    • EMEA EEO STATEMENT

      It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

  • USA EEO Statement
    • USA EEO STATEMENT

      It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status. EEO poster (U.S.)EEO is Law Poster Supplement