Wealth & Investment Relationship Mgr II - Military Veterans

at Huntington National Bank

, Michigan

Description

The Wealth and Investment Relationship Manager Senior, as part of Huntington’s Private Client Group (PCG) 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 (but not limited to):  

  • Responsible for the complete administration of assigned Wealth & Investment accounts of moderate to high complexity including trusts, estates and agencies.

  • Provides operating instructions and procedures to Trust support staff to ensure appropriate handling of account relationships.

  • Coordinates administrative functions with internal and external parties with a defined interest in any aspect of the trust relationship.

  • Responsible for developing new relationships, retaining existing customers, and cross-selling to gather additional assets to expand customer relationships.

  • Works to maintain strong relationships with centers of influence including attorneys, accountants, insurance agents, and financial planners.

  • May be appointed to serve on internal trust committees as assigned by management.

  • Key OCR position: builds strong relationships across all business segments.​

Basic Qualifications:  

  • Bachelor's degree

  • Five or more years of moderate to complex Trust Administration experience

Preferred Qualifications:  

  • Juris Doctor, Certified Trust and Fiduciary Advisor (CFTA) designation

  • 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  

Workplace Type:

EEO/AA Employer/Minority/Female/Disability/Veteran/Sexual Orientation/Gender Identity

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position

, Michigan

Organization logo
Huntington National Bank

We at Huntington are committed to doing the right thing for our customers, colleagues, shareholders and communities. We excel by:

  • Providing competitive products and services and delivering a superior customer experience, always striving to earn the trust of our customers.
  • Delivering long-term shareholder value through top-tier performance, while maintaining an aggregate moderate-to-low risk appetite and well-capitalized position.
  • Equipping our colleagues to be the best at looking out for our customers, continuously improving our workplace and ensuring Huntington’s ongoing success.
  • Contributing to the economic strength of our local communities by investing in business growth, partnering and volunteering to make a difference where we live and work.

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