Senior Trust & Private Wealth Advisor

Huntington National Bank; North Carolina; Hybrid; USD 90,000 - 120,000; Full time

Job summary

Huntington National Bank seeks a Trust Advisor II within its Private Client Group to assess and profile the high-net-worth customer’s total financial needs and to connect product specialists for cross-sell opportunities.

The role oversees administration of complex wealth accounts, coordinates with internal and external parties, and cultivates relationships with centers of influence such as attorneys and financial planners.

Qualifications

• Bachelor's degree required.
• Five or more years of moderate to complex Trust Administration experience.
• JD and CFTA are highly preferred qualifications.
• Demonstrated success with high net worth banking customers.

Responsibilities

• Administer Wealth & Investment accounts of moderate to high complexity, including trusts and estates.
• Provide operating instructions to Trust staff to ensure proper handling of relationships.
• Coordinate administrative functions with internal/external parties involved in the trust relationship.
• Develop new relationships, retain clients, and cross-sell to grow assets.
• Maintain strong relationships with attorneys, accountants, insurers, and financial planners.
• May serve on internal trust committees as assigned by management.
• Build strong relationships across all business segments as a key OCR position.
• Perform other duties as assigned.

Skills

Trust administration experience

Relationship building

Communication skills

Multitasking

Education

Bachelor's degree

Juris Doctor (JD)

Certified Trust and Fiduciary Advisor (CFTA)

Job description

Huntington National Bank seeks a Trust Advisor II within its Private Client Group to assess and profile the high-net-worth customer’s total financial needs and to connect product specialists for cross-sell opportunities.

The role oversees administration of complex wealth accounts, coordinates with internal and external parties, and cultivates relationships with centers of influence such as attorneys and financial planners.