Private Bank Wealth Advisor IV
| Company | Huntington Bancshares |
|---|---|
| Location | Greenville, SC, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Expert or higher |
Requirements
- Bachelor’s Degree
- At least 10 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.
- Knowledgeable on key compliance and regulatory requirements.
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.
- Performs other duties as assigned.
Preferred Qualifications
- Securities and life insurance licenses.
- 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.