Private Bank Wealth Advisor II

Huntington National Bank; Cincinnati (OH); Vor Ort; USD 90.000 - 115.000; Vollzeit

Zusammenfassung

Huntington National Bank is seeking a Wealth Advisor II for the Private Bank in Cincinnati, OH. As the primary relationship manager, you will develop, deliver, and manage a high-net-worth client’s Wealth Plan, coordinating specialists to fulfill the plan and expand assets under management, loans, and deposits.

You will self-acquire new business through community connections, provide legendary client service, and collaborate across Huntington segments while maintaining regulatory compliance and

Qualifikationen

• Bachelor’s Degree required.
• State Life and Health Licenses must be obtained within 90 days of hire.
• 3+ years of wealth management/financial advisory/relationship management experience with high-net-worth clients.

Aufgaben

• Builds relationships with existing and new clients and coordinates specialists to fulfill the Wealth Plan.
• Self-acquires new business through community connections and external centers of influence.
• Delivers legendary client service to retain client relationships.
• Collaborates across Huntington business segments to deepen client relationships.
• Ensures knowledge of compliance and regulatory requirements; performs other duties as assigned.

Kenntnisse

Client relationship management

Wealth planning

Regulatory compliance knowledge

Multi-tasking

Communication skills

Ausbildung

Bachelor's Degree

Jobbeschreibung

Description

Summary:

The Private Bank Wealth Advisor II is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan.

Duties and Responsibilities:

• Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits.
• Self-acquires new business by being active and well connected in the community and with external centers of influence.
• Responsible for providing legendary client service to retain client relationships.
• Builds strong relationships across all Huntington business segments to deepen client relationships.
• Works with relationships of moderate to high complexity.
• Knowledgeable on key compliance and regulatory requirements.
• Performs other duties as assigned.

Basic Qualifications:

• 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 and services for high or ultra-high net worth clients.
• NOTE: This position may be considered to be a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act. If applicable, registration and additional qualifications required.

Preferred Qualifications:

• Securities and life insurance licenses preferred but not required.
• Demonstrated success working with high-net-worth clients.
• Proven ability to build strong relationships with clients.
• Excellent written and verbal communication skills.
• Ability to multi-task.

Exempt Status: (Yes = not eligible for overtime pay) ( No = eligible for overtime pay)

Yes

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington’s Career Web Site for more details.