Private Bank Wealth Advisor III

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.

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 insurance products and services for high or ultra-high net worth clients.

Preferred Qualifications

- Securities and life insurance licenses. - 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.

Exempt Status

(Yes = not eligible for overtime pay) (No = eligible for overtime pay)

Workplace Type

Office

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice

Visit Huntington's Career Web Site for more details.