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Senior Wealth Management Trust Consultant

2 months ago

Grand Rapids, Michigan, United States Huntington Bancshares Inc. Full time
Descripción

Resumen:

El Consultor de Fideicomisos Senior, como parte del Grupo de Clientes Privados de Huntington, evalúa y perfila las necesidades financieras totales de los clientes de alto patrimonio y presenta a especialistas en productos para obtener oportunidades de venta cruzada.

Funciones y Responsabilidades:
  • Encargado de la administración completa de cuentas de Patrimonio e Inversión asignadas de complejidad moderada a alta, incluyendo fideicomisos, herencias y agencias.
  • Proporciona instrucciones operativas y procedimientos al personal de apoyo de Fideicomisos para asegurar el manejo adecuado de las relaciones con las cuentas.
  • Coordina funciones administrativas con partes internas y externas con un interés definido en cualquier aspecto de la relación fiduciaria.
  • Responsable de desarrollar nuevas relaciones, retener clientes existentes y realizar ventas cruzadas para reunir activos adicionales y expandir las relaciones con los clientes.
  • Trabaja para mantener relaciones sólidas con centros de influencia, incluyendo abogados, contadores, agentes de seguros y planificadores financieros.
  • Puede ser designado para servir en comités internos de fideicomisos según lo asignado por la dirección.
  • Puesto clave de OCR (Relación Óptima con el Cliente): construye relaciones sólidas en todos los segmentos de negocio.
  • Realiza otras tareas según se asignen.
Calificaciones Básicas:
  • Título universitario.
  • Cinco o más años de experiencia en Administración de Fideicomisos de complejidad moderada a alta.
Calificaciones Preferidas:
  • Juris Doctor, designación de Asesor Certificado de Fideicomisos y Fiduciarios (CFTA).
  • Éxito demostrado trabajando con clientes bancarios de alto patrimonio.
  • Capacidad comprobada para construir relaciones sólidas con los clientes.
  • Experiencia en asesoría financiera/ventas en productos y servicios bancarios, de inversión o de seguros.
  • Conocimiento de los productos del Grupo Financiero Privado es beneficioso.
  • Excelentes habilidades de comunicación escrita y verbal, incluyendo gramática y comportamiento profesional.
  • Competencia en PC e internet.
  • Capacidad para realizar múltiples tareas.
Estado Exento: (Sí = no elegible para pago de horas extras) (No = elegible para pago de horas extras)
Sí

Tipo de Lugar de Trabajo:

Huntington es un empleador de igualdad de oportunidades y acción afirmativa y está comprometido a proporcionar oportunidades de empleo iguales para todos, independientemente de raza, color, religión, sexo, origen nacional, edad, discapacidad, orientación sexual, estado de veterano, identidad de género y expresión, información genética, o cualquier otra base protegida por la ley local, estatal o federal.

Práctica de Contratación Libre de Tabaco: Visite el sitio web de carreras de Huntington para más detalles.

Declaración de Agencia: Huntington no acepta solicitudes de Reclutadores de Terceros para ninguna posición.