Private Bank Wealth Advisor III

Job description

Description Summary: The Private Bank Wealth Advisor III 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. Basic Qualifications: - Bachelor’s Degree - State Life and Health Licenses required to be obtained within 90 days of hire - At least 5 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or...