Private Bank Wealth Advisor III

Huntington Bancshares
Atlanta
Workplace: OnsiteFull timeFunction: Finance & AccountingExperience: 5+ yearsEducation: bachelorsSkills: ["Client relationship management","Client service","Communication","Multitasking","Compliance awareness"]

Develop and manage high-net-worth clients’ wealth plans as the primary client relationship manager in the Huntington Private Bank. Build new and existing client relationships, coordinating specialists to drive assets under management, loans, and deposits. Deliver exceptional client service to retain relationships, deepen ties across business segments, and stay knowledgeable of key compliance and regulatory requirements. Handle relationships of moderate to high complexity.

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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

Develop and manage high-net-worth clients’ wealth plans as the primary client relationship manager in the Huntington Private Bank. Build new and existing client relationships, coordinating specialists to drive assets under management, loans, and deposits. Deliver exceptional client service to retain relationships, deepen ties across business segments, and stay knowledgeable of key compliance and regulatory requirements. Handle relationships of moderate to high complexity.
Location: Atlanta
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Serve as the primary client relationship manager for Huntington Private Bank, developing, delivering, and managing clients’ wealth plans.
  • •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 through community involvement and external centers of influence.
  • •Provide legendary client service to retain and deepen client relationships across Huntington business segments.
  • •Apply key compliance and regulatory knowledge while handling relationships of moderate to high complexity.

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 for high or ultra-high net worth clients.
  • •If applicable, registration and additional qualifications required under the SAFE Act and Truth in Lending Act.
  • •Securities and life insurance licenses (preferred).
Experience:5+ years
Education:Bachelor's
Skills:Client relationship managementClient serviceCommunicationMultitaskingCompliance awareness
Licenses:Life and Health Insurance LicenseSecurities 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