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Northern Trust

Global wealth management and asset servicing

Senior Portfolio Banker

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeSan Diego, CA, USAIn-person

About the Job

Requirements

  • In-depth knowledge of finance and relevant business-segment-specific issues is required to manage client relationships.
  • Knowledge of applicable industry laws and regulations and completion of the lending program are required to evaluate credit risk.
  • Strong interpersonal and consultative skills and the ability to develop new business are required.
  • Excellent oral and written communication skills are required.
  • At least 7 years of credit and relationship-management experience, as well as financial-analysis and client-servicing experience, or commercial-lending or leasing experience.

Responsibilities

  • Manage the most complex banking, credit, and treasury-management client relationships and identify opportunities for investment-management and fiduciary services.
  • Proactively communicate with clients about emerging issues, bank products and services, and legal and regulatory changes, translating their impact on client activities and banking services.
  • Identify opportunities and develop an ongoing marketing strategy for specific clients.
  • Proactively advise and consult with clients regarding Goals Driven Wealth Management.
  • Apply in-depth knowledge of credit policy, banking products, and risk management to provide solutions and develop new opportunities.
  • Assist borrowers in managing risk, including interest-rate risk, through special pricing conditions and interest-rate swaps.
  • Carry out activities that are large in scope, cross-functional, and technically difficult.
  • Interact directly with different committees and/or management.
  • Develop, implement, and administer programs strategically within functional areas.
  • Lead others to solve complex problems.
  • Use sophisticated analytical thought to exercise judgment and identify innovative solutions.
  • May lead functional teams or projects with moderate resource requirements, risk, and/or complexity.

About the Company

Northern Trust

Global wealth management and asset servicing

Preparing company summary.

Company size
10,001+
Company stage
IPO
Headquarters
Chicago, IL
Founded
1889

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