Private Bank Wealth Advisor III - Beechwood

Huntington Bancshares
Ohio
Workplace: OnsiteFull timeFunction: SalesExperience: 10+ yearsEducation: bachelorsSkills: ["Client relationship building","Communication","Multi-tasking"]

Serve as a primary client relationship manager in the Huntington Private Bank, developing and managing high-net-worth clients’ Wealth Plans. Build and grow relationships with existing and new clients, coordinate specialists to deliver wealth planning, and focus on capturing assets under management, loans, and deposits. Provide exceptional service to retain relationships, partner across Huntington business segments, and stay current on key compliance and regulatory requirements.

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Huntington Bancshares
Huntington Bancshares
2 months ago

Private Bank Wealth Advisor III - Beechwood

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Job Summary

Serve as a primary client relationship manager in the Huntington Private Bank, developing and managing high-net-worth clients’ Wealth Plans. Build and grow relationships with existing and new clients, coordinate specialists to deliver wealth planning, and focus on capturing assets under management, loans, and deposits. Provide exceptional service to retain relationships, partner across Huntington business segments, and stay current on key compliance and regulatory requirements.
Location: Ohio
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Develop, deliver, and manage high-net-worth clients’ Wealth Plans.
  • •Build relationships with existing and new clients and coordinate specialists to fulfill Wealth Plans.
  • •Self-acquire new business through community involvement and external centers of influence.
  • •Provide legendary client service to retain client relationships.
  • •Build strong relationships across Huntington business segments and work with moderate to high complexity relationships.

Key Requirements

  • •Bachelor’s Degree.
  • •Obtain State Life and Health Licenses within 90 days of hire.
  • •At least 10 years of wealth management, financial advisory, sales, or relationship management experience for high or ultra-high net worth clients.
  • •Knowledgeable on key compliance and regulatory requirements.
  • •Securities and life insurance licenses; proven success with high net worth clients (preferred).
Experience:10+ years
Education:Bachelor's
Skills:Client relationship buildingCommunicationMulti-tasking
Licenses:State Life and Health LicensesSecurities licenseLife insurance license

Company Brief

Huntington Bancshares
Regional bank holding company providing commercial and consumer banking, payments, wealth management, and lending services across the Midwestern and select other U.S. markets. It serves individuals, small businesses, and corporate clients through branches and digital channels.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Columbus, United States
Founded: 1866
WebsiteLinkedIn