Job Description
Description
Summary:
The Trust Advisor II, as part of Huntington’s Private Client Group (PCG) assesses and profiles the high net worth customer's total financial needs and introduces product specialists to obtain cross-sell opportunities.
Duties and Responsibilities:
+ Responsible for the complete administration of assigned Wealth & Investment accounts of moderate to high complexity including trusts, estates and agencies.
+ Provides operating instructions and procedures to Trust support staff to ensure appropriate handling of account relationships.
+ Coordinates administrative functions with internal and external parties with a defined interest in any aspect of the trust relationship.
+ Responsible for developing new relationships, retaining existing customers, and cross-selling to gather additional assets to expand customer relationships.
+ Works to maintain strong relationships with centers of influence in...
Summary:
The Trust Advisor II, as part of Huntington’s Private Client Group (PCG) assesses and profiles the high net worth customer's total financial needs and introduces product specialists to obtain cross-sell opportunities.
Duties and Responsibilities:
+ Responsible for the complete administration of assigned Wealth & Investment accounts of moderate to high complexity including trusts, estates and agencies.
+ Provides operating instructions and procedures to Trust support staff to ensure appropriate handling of account relationships.
+ Coordinates administrative functions with internal and external parties with a defined interest in any aspect of the trust relationship.
+ Responsible for developing new relationships, retaining existing customers, and cross-selling to gather additional assets to expand customer relationships.
+ Works to maintain strong relationships with centers of influence in...