Senior Private Wealth Advisor for High-Net-Worth Clients

Huntington Bancshares, Inc.; Flint (MI); Híbrido; USD 90.000 - 130.000; Jornada completa

Descripción de la vacante

Huntington Bancshares, Inc. in the United States seeks a Private Bank Wealth Advisor II to serve as the primary client relationship manager, developing, delivering, and managing a high-net-worth client’s Wealth Plan.

You will build relationships with clients, coordinate specialists, and focus on assets under management, loans, and deposits while delivering legendary service. The role requires experience in wealth management and compliance awareness.

Formación

• Bachelor’s degree required.
• 3+ years in wealth management/financial advisory/sales/relationship management for high or ultra-high net worth clients.
• Licensing may apply under SAFE Act and TILA if applicable.

Responsabilidades

• Builds relationships with existing and new clients and coordinates specialists to fulfill Wealth Plan, focusing on assets under management, loans, and deposits.
• Self-acquires new business by being active in the community and with external centers of influence.
• Provides legendary client service to retain client relationships.
• Builds strong relationships across 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.

Conocimientos

Relationship management

Wealth management

Sales

Communication skills

Educación

Bachelor’s Degree

Descripción del empleo

Huntington Bancshares, Inc. in the United States seeks a Private Bank Wealth Advisor II to serve as the primary client relationship manager, developing, delivering, and managing a high-net-worth client’s Wealth Plan.

You will build relationships with clients, coordinate specialists, and focus on assets under management, loans, and deposits while delivering legendary service. The role requires experience in wealth management and compliance awareness.