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Private Bank Wealth Advisor III

Company

Huntington National Bank

Location

Birmingham, United States

Type

Full-time

Description
Summary:

The Private Bank Wealth Advisor III 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.

+ Pe...

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