Private Bank Wealth Advisor III - Winston - Salem
About the position The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client's Wealth Plan. 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. Requirements • Bachelor's Degree • State Life and Health Licenses required to be obtained within 90 days of hire • At least 5 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. • NOTE: This position may be considered to be a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act. If applicable, registration and additional qualifications required. Nice-to-haves • 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. Apply tot his job