Private Bank Wealth Advisor II

Huntington Bancshares
Cincinnati
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 3+ yearsEducation: bachelorsSkills: ["Client relationship management","Communication","Multitasking","Compliance awareness","Relationship building"]

Serve as the primary client relationship manager for Huntington Private Bank clients, building and maintaining high-net-worth client wealth plans. Develops relationships with existing and new clients, coordinates specialists, and focuses on growing assets under management, loans, and deposits. Provides exceptional service to retain clients, deepen relationships across Huntington business segments, and applies key compliance and regulatory knowledge in daily advisory work.

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Huntington Bancshares
Huntington Bancshares
3 months ago

Private Bank Wealth Advisor II

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Last checked: 4 hours agoStatus: Live

Job Summary

Serve as the primary client relationship manager for Huntington Private Bank clients, building and maintaining high-net-worth client wealth plans. Develops relationships with existing and new clients, coordinates specialists, and focuses on growing assets under management, loans, and deposits. Provides exceptional service to retain clients, deepen relationships across Huntington business segments, and applies key compliance and regulatory knowledge in daily advisory work.
Location: Cincinnati
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 the wealth plan.
  • •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 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 3 years of wealth management/financial advisory/sales/relationship management experience for high or ultra-high net worth clients.
  • •Demonstrated success working with high-net-worth clients.
  • •Excellent written and verbal communication skills.
Experience:3+ yearsWealth managementFinancial advisoryBankingInvestment managementInsurance
Education:Bachelor's
Skills:Client relationship managementCommunicationMultitaskingCompliance awarenessRelationship building
Licenses:State Life and Health Licenses

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