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5 дней назад

Private Bank Wealth Advisor II (Wealth Management)

Формат работы
onsite
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Private Bank Wealth Advisor II (Wealth Management): Developing, delivering, and managing wealth plans for high-net-worth clients with an accent on relationship management, asset acquisition, lending, deposits, and regulatory compliance. Focus on building complex client relationships, coordinating banking and investment specialists, and acquiring new business through community and professional networks.

Location: Charleston, West Virginia, United States; office workplace

Company

hirify.global provides private banking and financial services for high-net-worth clients.

What you will do

  • Develop, deliver, and manage wealth plans for high-net-worth clients.
  • Build relationships with existing and prospective clients and coordinate internal specialists.
  • Grow assets under management, loans, and deposits.
  • Acquire new business through community involvement and relationships with external centers of influence.
  • Provide client service, deepen relationships across Huntington business segments, and manage moderately to highly complex relationships.
  • Follow key compliance and regulatory requirements.

Requirements

  • Bachelor’s degree.
  • At least one year of wealth management, financial advisory, sales, or relationship management experience serving high- or ultra-high-net-worth clients.
  • Securities and life insurance licenses.
  • State life and health licenses must be obtained within 90 days of hire.
  • Strong written and verbal communication, relationship-building, and multitasking skills.
  • Must already be authorized to work full-time in the United States; immigration sponsorship is not available.

Nice to have

  • Demonstrated success working with high-net-worth clients.
  • Experience with complex client relationships and financial products.

Culture & Benefits

  • Office-based workplace with potential flexible arrangements determined by the hiring team.
  • Opportunities to work across Huntington business segments and build a strong local client network.
  • Exempt position and equal opportunity employment environment.

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