Asset Management, Community Relations, Customer Relations, Customer Relationship Management (CRM), Customer Retention/Renewal, High Net Worth, Private Banking, Regulations
LOCATION
Dallas, TX
POSTED
3 days ago
The Huntington Private Bank is seeking a Wealth Advisor III to serve as the primary client relationship manager, developing, delivering, and managing a high-net-worth client's Wealth Plan. You will coordinate with specialists to fulfill the plan and grow assets under management.In this role you will build and retain client relationships through active community involvement, provide legendary service, and work across Huntington business segments to deepen engagements while ensuring regulatory#J-18808-Ljbffr