Private Bank Wealth Advisor II

Huntington Bancshares
United States
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementEducation: bachelorsSkills: ["Client service","Relationship building","Communication","Compliance awareness","Multi-tasking"]

Own the primary client relationship for high-net-worth clients in the Huntington Private Bank by developing and managing each client’s Wealth Plan. Build relationships with new and existing clients, coordinate specialists to deliver wealth planning outcomes, and focus on growing assets under management, loans, and deposits. Provide exceptional client service, deepen relationships across business segments, and stay current on compliance and regulatory requirements.

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Huntington Bancshares
Huntington Bancshares
2 days ago

Private Bank Wealth Advisor II

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Job Summary

Own the primary client relationship for high-net-worth clients in the Huntington Private Bank by developing and managing each client’s Wealth Plan. Build relationships with new and existing clients, coordinate specialists to deliver wealth planning outcomes, and focus on growing assets under management, loans, and deposits. Provide exceptional client service, deepen relationships across business segments, and stay current on 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 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 clients’ Wealth Plans.
  • •Focus on retaining and growing assets under management, loans, and deposits.
  • •Provide legendary client service to retain client relationships.
  • •Demonstrate knowledge of key compliance and regulatory requirements and perform other duties as assigned.

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 in banking, investment management, or insurance products for high or ultra-high net worth clients.
  • •Securities and life insurance licenses preferred.
  • •Demonstrated success working with high-net-worth clients and proven ability to build strong relationships.
Experience:Wealth managementFinancial advisoryFinancial servicesHigh-net-worthBankingInvestment managementInsurance
Education:Bachelor's
Skills:Client serviceRelationship buildingCommunicationCompliance awarenessMulti-tasking
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