Huntington National Bank
Overview
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
Build relationships with existing and new clients and coordinate 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-acquire new business by being active and well-connected in the community and with external centers of influence.
Provide legendary client service to retain client relationships.
Build strong relationships across all Huntington business segments to deepen client relationships.
Work with relationships of moderate to high complexity.
Be knowledgeable on key compliance and regulatory requirements.
Perform 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 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 a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act. If applicable, registration and additional qualifications required.
Preferred Qualifications
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.
Employment Details
Exempt Status : Yes = not eligible for overtime pay; No = eligible for overtime pay.
Office workplace. 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. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an Equal Opportunity Employer.
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Duties and Responsibilities
Build relationships with existing and new clients and coordinate 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-acquire new business by being active and well-connected in the community and with external centers of influence.
Provide legendary client service to retain client relationships.
Build strong relationships across all Huntington business segments to deepen client relationships.
Work with relationships of moderate to high complexity.
Be knowledgeable on key compliance and regulatory requirements.
Perform 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 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 a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act. If applicable, registration and additional qualifications required.
Preferred Qualifications
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.
Employment Details
Exempt Status : Yes = not eligible for overtime pay; No = eligible for overtime pay.
Office workplace. 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. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an Equal Opportunity Employer.
#J-18808-Ljbffr