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Wealth Client Advisor in Cleveland at Huntington

Date Posted: 6/6/2018

Job Snapshot

Job Description

Huntington Bank is looking for a Wealth Client Advisor to join our growing team!

As a Client Advisor you are responsible for maintaining, servicing, and expanding relationships for a book of Wealth and Investment Management non-fiduciary clients in the Cleveland market.

  • Builds and expands relationship with existing clients and coordinates the involvement of other specialists to fulfill the client's needs with a strong focus on introductions to Private Banking to develop Primary Bank Relationships.
  • Responsible for providing legendary customer service in order to retain customer relationships. Key OCR position: builds strong relationships across all business segments, knowledgeable on key compliance and regulatory requirements.
  • Substantive knowledge in private banking, personal trust, investments and retirement planning services to be currently in place or to be evolved with time in this role.
  • This position is a sales as well as a service role, and it is anticipated that the appropriate individual will help to lead team sales efforts by fostering relationships with internal and external COIs, by maintaining strong visibility in the community, and by helping to maintain team synergies and cohesiveness.
  • On the sales side, the existence and focus on sales skills, substantive knowledge, and the use of appropriate tools such as client relationship reviews are critical to success. Interest in helping clients through the OCR process is also crucial.

Basic Qualifications:

  • Bachelor's Degree
  • 5 or more years experience in Private Banking/Wealth Management
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.