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Senior Trust Advisor
2 months ago
Overview:
The Wealth Management Trust Specialist, as part of Huntington's Private Client Group (PCG), evaluates and profiles the comprehensive financial requirements of affluent clients and collaborates with product experts to identify cross-selling opportunities.
Key Responsibilities:
Oversee the complete management of assigned Wealth & Investment accounts that range from moderate to high complexity, including trusts, estates, and agencies.
Facilitate administrative tasks with both internal and external stakeholders who have a vested interest in any aspect of the trust relationship.
Tasked with cultivating new client relationships, preserving existing ones, and cross-selling to accumulate additional assets for the enhancement of client relationships.
Strive to maintain robust connections with key influencers, including attorneys, accountants, insurance professionals, and financial advisors.
May be designated to participate in internal trust committees as assigned by management.
This role is crucial for building strong relationships across all business segments.
Undertake additional responsibilities as required.
Essential Qualifications:
Bachelor's degree
A minimum of five years of experience in moderate to complex Trust Administration
Preferred Qualifications:
Juris Doctor, Certified Trust and Fiduciary Advisor (CFTA) designation
Proven track record of success with high net worth banking clients
Demonstrated ability to foster strong relationships with clients
Experience in financial advisory/sales within banking, investment, or insurance sectors
Familiarity with Private Financial Group products is advantageous.
Excellent written and verbal communication skills, including professional grammar and demeanor
Proficient in PC and internet usage
Ability to manage multiple tasks effectively
Exempt Status:
Yes (not eligible for overtime pay)
Workplace Type:
Huntington is an equal opportunity and affirmative action employer, committed to providing equal employment opportunities for all individuals regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.
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.
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