Private Bank Wealth Advisor II
About The Position
Summary: The Private Bank Wealth Advisor II is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client's Wealth Plan. Duties and Responsibilities: Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client's Wealth Plan with a strong focus on capturing assets under management, loans, and deposits. Self-acquires new business by being active and well connected in the community and with external centers of influence. Responsible for providing legendary client service to retain client relationships. Builds strong relationships across all Huntington business segments to deepen client relationships. Works with relationships of moderate to high complexity. Knowledgeable on key compliance and regulatory requirements. Performs other duties as assigned.
Requirements
- Bachelor's Degree
- State Life and Health Licenses required to be obtained within 90 days of hire
- At least 3 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high or ultra-high net worth clients.
- NOTE: This position may be considered to be a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act. If applicable, registration and additional qualifications required.
Nice To Haves
- Securities and life insurance licenses preferred but not required.
- Demonstrated success working with high-net-worth clients.
- Proven ability to build strong relationships with clients.
- Excellent written and verbal communication skills.
- Ability to multi-task.
Responsibilities
- Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client's Wealth Plan with a strong focus on capturing assets under management, loans, and deposits.
- Self-acquires new business by being active and well connected in the community and with external centers of influence.
- Responsible for providing legendary client service to retain client relationships.
- Builds strong relationships across all Huntington business segments to deepen client relationships.
- Works with relationships of moderate to high complexity.
- Knowledgeable on key compliance and regulatory requirements.
- Performs other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Industry
Credit Intermediation and Related Activities
Number of Employees
5,001-10,000 employees
