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Private Bank Relationship Mgr-Senior in Charleston at Huntington

Date Posted: 2/28/2019

Job Snapshot

Job Description

Private Client Group - Private Banking Relationship Manager Senior. Assesses and profiles the high net worth customer's total financial needs and introduces product specialists to obtain cross-sell opportunities.

This position is responsible for:

  • Building and managing profitable banking relationships with high net worth customers
  • Developing and implementing comprehensive financial plan
  • Conducting periodic interviews and working to further penetrate the ustomer's use of Bank services
  • Achieving targeted growth in individual and team portfolio revenue
  • Partnering with product specialists in Trust, Mortgage, Investments and Insurance to obtain cross-sell opportunities
  • Working with relationships of moderate to high complexity


Basic Qualifications:

  • Bachelor's degree in related field
  • Five or more years of financial advisory/sales experience in Private Banking/High Net Worth space


Preferred Qualifications:

  • Demonstrated success working with high net worth banking customers
  • Proven ability to build strong relationships with customers
  • Financial advisory/sales experience in banking, investment, or insurance products and services
  • Knowledge of Private Financial Group products is beneficial.
  • Must have excellent written and verbal communication skills, including professional grammar and demeanor
  • PC and internet proficiency
  • Ability to multi-task
EEO/AA Employer/Minority/Female/Disability/Veteran/Sexual Orientation/Gender Identity Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Huntington does not accept solicitation from Third Party Recruiters for any position.

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