Private Bank Wealth Advisor IV

Huntington Bancshares
Chicago
Workplace: OnsiteFull timeUSD 102,000 - 208,000 annuallyFunction: SalesExperience: 5+ yearsEducation: bachelorsSkills: ["Client relationship management","Client service","Communication","Relationship building","Multi-tasking"]

Serve as the primary client relationship manager for high-net-worth clients in the Huntington Private Bank, owning the development and delivery of each client’s Wealth Plan. Build relationships with existing and new clients, coordinate specialists, and focus on growing assets under management, loans, and deposits. Provide exceptional client service, deepen relationships across business segments, and stay knowledgeable on key compliance and regulatory requirements.

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Huntington Bancshares
Huntington Bancshares
2 months ago

Private Bank Wealth Advisor IV

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Job Summary

Serve as the primary client relationship manager for high-net-worth clients in the Huntington Private Bank, owning the development and delivery of each client’s Wealth Plan. Build relationships with existing and new clients, coordinate specialists, and focus on growing assets under management, loans, and deposits. Provide exceptional client service, deepen relationships across business segments, and stay knowledgeable on key compliance and regulatory requirements.
Location: Chicago
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Develop, deliver, and manage high-net-worth clients’ Wealth Plans as the primary relationship manager.
  • •Build relationships with existing and new clients and coordinate specialists to fulfill Wealth Plans while focusing on AUM, loans, and deposits.
  • •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 manage moderate to high complexity relationships.

Pay and Benefits

Salary: USD 102,000 - 208,000 annually
Perks:Health InsuranceRetirement SavingsPaid Leave

Key Requirements

  • •Bachelor’s Degree.
  • •State Life and Health licenses required within 90 days of hire.
  • •At least 5 years of wealth management/financial advisory/sales/relationship management experience for high or ultra-high net worth clients.
  • •Knowledge of key compliance and regulatory requirements.
  • •(If applicable) Mortgage Loan Originator/Loan Originator registration and additional qualifications required under SAFE Act and Truth in Lending Act.
Experience:5+ years
Education:Bachelor's
Skills:Client relationship managementClient serviceCommunicationRelationship buildingMulti-tasking
Licenses:State Life and Health LicensesSecurities licenseLife insurance licenseSAFE Act Mortgage Loan Originator registration (if applicable)Truth in Lending Act Loan Originator registration (if applicable)

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