Private Bank Wealth Advisor IV - Huntington National Bank
Charlotte, NC
About the Job
Description
Summary:
The Private Bank Wealth Advisor IV is a 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
+ At least 10 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.
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)
Yes
Workplace Type:
Office
Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position
Summary:
The Private Bank Wealth Advisor IV is a 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
+ At least 10 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.
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)
Yes
Workplace Type:
Office
Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position
Source : Huntington National Bank