Private Bank Wealth Advisor II
Huntington National Bank · Cincinnati, OH · 3 wk ago
FinanceFull-time
About the role
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.
Responsibilities
- Buils 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.
Qualifications
- 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.
- 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.
Benefits
Huntington is an Equal Opportunity Employer.
Pay
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Schedule
Our Approach to Office Workplace Type: Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter.