6 дней назад
Wealth Advisor III (Private Banking)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Wealth Advisor III (Private Banking): Developing, delivering, and managing wealth plans for high-net-worth clients with an accent on relationship management, asset growth, lending, deposits, and regulatory compliance. Focus on acquiring new business, coordinating specialist support, and managing moderately to highly complex client relationships.
Location: Columbus, OH; office-based
Company
provides private banking and wealth management 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 while coordinating specialist support.
- Grow assets under management, loans, and deposits.
- Acquire new business through community involvement and relationships with external centers of influence.
- Provide client service and deepen relationships across Huntington business segments.
- Manage moderately to highly complex relationships and follow compliance and regulatory requirements.
Requirements
- Bachelor’s degree.
- At least five years of wealth management, financial advisory, sales, or relationship management experience serving high- or ultra-high-net-worth clients in banking, investment management, or insurance.
- State life and health licenses must be obtained within 90 days of hire.
- Strong client relationship-building, written and verbal communication, and multitasking skills.
- Registration and additional qualifications may be required if the role is subject to Mortgage Loan Originator or Loan Originator requirements.
Nice to have
- Securities and life insurance licenses.
- Demonstrated success working with high-net-worth clients.
Culture & Benefits
- Office workplace with potential flexible arrangements for certain positions outside the branch network.
- Exempt position that is not eligible for overtime pay.
- Equal opportunity and tobacco-free hiring practices.
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