Назад
Company hidden
обновлено 6 дней назад

Private Bank Wealth Advisor IV

102 000 - 208 000$
Формат работы
onsite
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
Для мэтча и отклика нужен Plus

Мэтч & Сопровод

Для мэтча с этой вакансией нужен Plus

Описание вакансии

Текст:
/
TL;DR
Private Bank Wealth Advisor IV (Wealth Management): Developing, delivering, and managing wealth plans for high- and ultra-high-net-worth clients with an accent on relationship management, asset growth, lending, deposits, and regulatory compliance. Focus on acquiring new business, coordinating specialists, retaining complex client relationships, and deepening connections across banking, investment management, and insurance services.

Location: Chicago, IL; Office workplace type

Salary: $102,000–$208,000 annual base compensation, plus eligibility for applicable incentive compensation

Company

hirify.global provides private banking and financial services.

What you will do

  • Develop, deliver, and manage wealth plans for high- and ultra-high-net-worth clients.
  • Build relationships with existing and new clients and coordinate specialists to support wealth plans.
  • Focus on capturing assets under management, loans, and deposits.
  • Self-acquire new business through community involvement and relationships with external centers of influence.
  • Provide client service, retain relationships, and deepen connections across Huntington business segments.
  • Manage relationships of moderate to high complexity and follow key compliance and regulatory requirements.

Requirements

  • Bachelor’s degree.
  • At least 5 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 products and services.
  • State Life and Health Licenses required within 90 days of hire.
  • If applicable, registration and additional qualifications are required for Mortgage Loan Originator status under the SAFE Act and Loan Originator status under the Truth in Lending Act.

Nice to have

  • Securities and life insurance licenses.
  • Demonstrated success working with high-net-worth clients.
  • Proven ability to build strong client relationships.
  • Excellent written and verbal communication skills.
  • Ability to multitask.

Culture & Benefits

  • Office-based workplace with possible flexible arrangements for certain positions outside the branch network; specific arrangements are provided by the hiring team.
  • Health insurance, wellness programs, life and disability insurance, and a retirement savings plan.
  • Paid leave programs, paid holidays, and paid time off.
  • Exempt position not eligible for overtime pay.

Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →