Private Bank Wealth Advisor III

Huntington Bancshares
Columbus
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 5+ yearsEducation: bachelorsSkills: ["Client service","Relationship building","Communication","Multitasking"]

Serve as the primary client relationship manager for Huntington Private Bank, developing and managing high-net-worth clients’ Wealth Plans. Build relationships with existing and new clients, coordinate specialists to deliver tailored wealth solutions, and focus on growing assets under management, loans, and deposits. Provide legendary client service, deepen relationships across Huntington business segments, and stay current on key compliance and regulatory requirements for moderate to high complexity client relationships.

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Huntington Bancshares
Huntington Bancshares
2 days ago

Private Bank Wealth Advisor III

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Job Summary

Serve as the primary client relationship manager for Huntington Private Bank, developing and managing high-net-worth clients’ Wealth Plans. Build relationships with existing and new clients, coordinate specialists to deliver tailored wealth solutions, and focus on growing assets under management, loans, and deposits. Provide legendary client service, deepen relationships across Huntington business segments, and stay current on key compliance and regulatory requirements for moderate to high complexity client relationships.
Location: Columbus
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Build relationships with existing and new clients and coordinate specialists to fulfill clients’ Wealth Plans.
  • •Self-acquire new business by being active and well connected in the community and with external centers of influence.
  • •Provide legendary client service to retain client relationships.
  • •Build strong relationships across Huntington business segments to deepen client relationships.
  • •Manage moderate to high complexity relationships while staying knowledgeable on compliance and regulatory requirements.

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/relationship management experience in banking, investment management, or insurance products for high or ultra-high net worth clients.
  • •Knowledgeable on key compliance and regulatory requirements.
  • •State life and health licensing and additional SAFE/Truth in Lending registrations may be required if applicable.
Experience:5+ yearsWealth managementFinancial advisoryBankingInvestment managementInsuranceHigh-net-worth
Education:Bachelor's
Skills:Client serviceRelationship buildingCommunicationMultitasking

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