Private Bank Wealth Advisor III

Huntington Bancshares
United States
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 5+ yearsEducation: bachelorsSkills: ["Relationship building","Client service","Communication","Multi-tasking"]

Serve as the primary client relationship manager in the Huntington Private Bank, developing and managing high-net-worth clients’ Wealth Plans. Build and deepen relationships with existing and new clients by coordinating specialists, capturing assets under management, loans, and deposits, and delivering legendary client service. Self-generate new business through community connections and centers of influence while working across Huntington business segments. Handle relationships of moderate to high complexity with strong compliance knowledge.

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Huntington Bancshares
Huntington Bancshares
2 months ago

Private Bank Wealth Advisor III

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Last checked: 4 hours agoStatus: Live

Job Summary

Serve as the primary client relationship manager in the Huntington Private Bank, developing and managing high-net-worth clients’ Wealth Plans. Build and deepen relationships with existing and new clients by coordinating specialists, capturing assets under management, loans, and deposits, and delivering legendary client service. Self-generate new business through community connections and centers of influence while working across Huntington business segments. Handle relationships of moderate to high complexity with strong compliance knowledge.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Develop and manage high-net-worth clients’ Wealth Plans as the primary client relationship manager.
  • •Build relationships with existing and new clients and coordinate specialists to fulfill Wealth Plans, focusing on assets under management, loans, and deposits.
  • •Self-acquire new business by staying active and well connected in the community and with external centers of influence.
  • •Provide legendary client service to retain client relationships.
  • •Build relationships across Huntington business segments and work with moderate to high complexity client relationships.

Key Requirements

  • •Bachelor’s degree
  • •State life and health licenses required to be obtained within 90 days of hire
  • •At least 5 years of wealth management, financial advisory, sales, or relationship management experience for high or ultra-high net worth clients
  • •Ability to coordinate involvement of other specialists to fulfill a client Wealth Plan
  • •Knowledgeable on key compliance and regulatory requirements
Experience:5+ yearsWealth managementFinancial advisoryBankingInvestment managementInsurance
Education:Bachelor's
Skills:Relationship buildingClient serviceCommunicationMulti-tasking
Licenses:State Life and Health LicensesSecurities licenseLife insurance licenseMortgage Loan Originator (SAFE Act)Loan Originator (Truth in Lending Act)

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