Private Bank Wealth Advisor III - Winston - Salem

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

Serve as the primary client relationship manager for the Huntington Private Bank, developing and managing high-net-worth clients’ Wealth Plans. Build and deepen relationships with existing and new clients, coordinate specialists, and focus on growing assets under management, loans, and deposits. Self-generate new business through community connections and external centers of influence, provide legendary client service, and stay knowledgeable on key compliance and regulatory requirements.

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Huntington Bancshares
Huntington Bancshares
3 months ago

Private Bank Wealth Advisor III - Winston - Salem

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Job Summary

Serve as the primary client relationship manager for the Huntington Private Bank, developing and managing high-net-worth clients’ Wealth Plans. Build and deepen relationships with existing and new clients, coordinate specialists, and focus on growing assets under management, loans, and deposits. Self-generate new business through community connections and external centers of influence, provide legendary client service, and stay knowledgeable on key compliance and regulatory requirements.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Develop, deliver, 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 the Wealth Plan, focusing on assets under management, loans, and deposits.
  • •Self-acquire new business through active community involvement and external centers of influence.
  • •Provide legendary client service to retain client relationships.
  • •Work with moderate to high complexity client relationships and remain knowledgeable on compliance and regulatory requirements.

Key Requirements

  • •Bachelor’s degree.
  • •Obtain State life and health licenses 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.
  • •If applicable, registration and additional qualifications required as a Mortgage Loan Originator under the SAFE Act and/or Loan Originator under the Truth in Lending Act.
  • •Securities and life insurance licenses (preferred).
Experience:5+ years
Education:Bachelor's
Skills:Client serviceRelationship buildingCommunicationMulti-taskingCompliance knowledge
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