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.
+ Pe...
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.
+ Pe...