Private Bank Wealth Advisor IV

Private Bank Wealth Advisor IV

Requirements

• Bachelor’s Degree
• State Life and Health Licenses required to be obtained within 90 days of hire
• Securities and life insurance licenses required
• 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

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

Preferred Qualifications

• 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