Northern Trust

4 weeks ago

Senior Banking Advisor

✓ Verified Job

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Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

Senior Banking Advisor role focusing on developing new client relationships, managing complex wealth management banking, credit and treasury relationships, and structuring financing solutions. You’ll lead negotiations on loans/leases, advise on Goals Driven Wealth Management, and collaborate with cross-functional teams to drive cross-sell opportunities for sophisticated clients in a trusted banking environment.

Location: Las Vegas

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Sr. Manager level

Key Responsibilities

•Develops new relationships. Identifies prospects and develops the marketing strategy for specific clients.
•Manages complex wealth management banking credit and treasury management client relationships and identifies opportunities external to banking in the areas of investment and fiduciary.
•Responsible for structuring and negotiating complex loan and/or lease agreements according to guidelines established by senior bank and business unit management.
•Analyzes and negotiates the terms of loans, such as special pricing conditions, interest rates, Swaps etc. according to guidelines set by the Credit Policy Committee. Oversees and negotiates the preparation of documentation necessary for the financing agreement.
•Advises and consults with clients as it relates to Goals Driven Wealth Management.

Key Requirements

•5+ years of financial analysis and client servicing experience, or commercial lending or leasing experience.
•Strong negotiation, leadership and sales skills to develop client and prospect relationships.
•Excellent oral and written communication skills, with ability to explain complex concepts.
•Advanced knowledge of the banking industry, competition and financing, investment and fiduciary concepts.
•Ability to lead functional teams or projects with moderate resource requirements and risk.

Experience:5+ yearsBankingWealth managementFinance

Skills:NegotiationLeadershipSalesCommunicationFinancial analysis

Company Brief

Northern Trust

Global financial services firm providing wealth management, asset servicing, asset management, and banking solutions to institutions, corporations, and affluent individuals, with a focus on custody, investment management, and technology-driven services.

Industry: Asset Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Chicago, United States

Founded: 1889

Glassdoor: 3.9

Website LinkedIn

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Northern Trust

4 weeks ago

Senior Banking Advisor

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

Location: Las Vegas

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Sr. Manager level

Key Responsibilities

•Develops new relationships. Identifies prospects and develops the marketing strategy for specific clients.
•Manages complex wealth management banking credit and treasury management client relationships and identifies opportunities external to banking in the areas of investment and fiduciary.
•Responsible for structuring and negotiating complex loan and/or lease agreements according to guidelines established by senior bank and business unit management.
•Analyzes and negotiates the terms of loans, such as special pricing conditions, interest rates, Swaps etc. according to guidelines set by the Credit Policy Committee. Oversees and negotiates the preparation of documentation necessary for the financing agreement.
•Advises and consults with clients as it relates to Goals Driven Wealth Management.

Key Requirements

•5+ years of financial analysis and client servicing experience, or commercial lending or leasing experience.
•Strong negotiation, leadership and sales skills to develop client and prospect relationships.
•Excellent oral and written communication skills, with ability to explain complex concepts.
•Advanced knowledge of the banking industry, competition and financing, investment and fiduciary concepts.
•Ability to lead functional teams or projects with moderate resource requirements and risk.

Experience:5+ yearsBankingWealth managementFinance

Skills:NegotiationLeadershipSalesCommunicationFinancial analysis

Company Brief

Northern Trust

Industry: Asset Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Chicago, United States

Founded: 1889

Glassdoor: 3.9

Website LinkedIn