Sr. Portfolio Advisor II - Oakbrook Terrace, IL

Only for registered members Oakbrook Terrace, IL, United States

3 weeks ago

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Job summary

Manages a set of fee producing investment accounts generally for large and sensitive personal trust relationships and individual investors with complex investment needs requiring the a high level of technical expertise and versatility with a broad range of investment solutions.

Responsibilities

  • Manages investment activities for a reduced set of major fee revenue producing accounts representing large and sensitive high net worth personal trusts and individual investment portfolios typically larger in size and complexity within their market.
  • Analyzes plans the overall investment strategy with continuous revision as goals objectives change in the context of client needs working closely proactively with the broader client service team to identify execute on areas opportunity.

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