Private Bank Wealth Advisor III

Huntington Bancshares
Cincinnati
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 5+ yearsEducation: bachelorsSkills: ["Relationship building","Client service","Communication","Multitasking"]

Serve as the primary client relationship manager for Huntington Private Bank clients, developing, delivering, and managing high-net-worth wealth plans. Build and deepen relationships with existing and new clients, coordinate specialists to fulfill client needs, and focus on growing assets under management, loans, and deposits. Provide legendary client service, stay knowledgeable on compliance and regulatory requirements, and manage relationships of moderate to high complexity.

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Huntington Bancshares
Huntington Bancshares
3 months ago

Private Bank Wealth Advisor III

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Last checked: 4 hours agoStatus: Live

Job Summary

Serve as the primary client relationship manager for Huntington Private Bank clients, developing, delivering, and managing high-net-worth wealth plans. Build and deepen relationships with existing and new clients, coordinate specialists to fulfill client needs, and focus on growing assets under management, loans, and deposits. Provide legendary client service, stay knowledgeable on compliance and regulatory requirements, and manage relationships of moderate to high complexity.
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 while coordinating specialists to fulfill client needs.
  • •Build relationships with existing and new clients and focus on capturing assets under management, 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 work with moderate to high complexity relationships.

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, or relationship management experience in banking, investment management, or insurance for high or ultra-high net worth clients.
  • •Knowledgeable on key compliance and regulatory requirements.
  • •Preferred: securities and life insurance licenses and demonstrated success working with high net worth clients.
Experience:5+ yearsWealth managementFinancial advisoryBankingInvestment managementInsurance
Education:Bachelor's
Skills:Relationship buildingClient serviceCommunicationMultitasking

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