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Wealth Management Client Specialist

2 months ago

Chicago, Illinois, United States Huntington Bancshares Inc. Full time
Position Overview

Role Summary:
The Senior Client Relationship Manager is an integral member of Huntington Bancshares Inc.'s Private Client Division, tasked with nurturing, servicing, and enhancing connections with a portfolio of moderately complex Wealth and Investment Management clients who do not require fiduciary services.

Key Responsibilities:
  • Establishes and cultivates relationships with both existing and prospective clients, coordinating the engagement of additional specialists to meet client needs, with a strong emphasis on facilitating introductions to Private Banking to foster Primary Banking Relationships.
  • Delivers exceptional customer service to ensure the retention of client relationships.
  • Serves as a pivotal OCR position, fostering robust relationships across various business sectors.
  • Possesses a comprehensive understanding of essential compliance and regulatory standards.
  • Undertakes additional responsibilities as assigned.
  • Note: This role is classified as a Mortgage Loan Originator under the SAFE Act and a Loan Originator under the Truth in Lending Act, necessitating registration and further qualifications.
Essential Qualifications:
  • Bachelor's Degree
  • A minimum of 7 years of experience in Private Banking or Wealth Management
Preferred Qualifications:
  • Possession of Series 7, 66, and Life/Health Licenses
Exempt Status:
Yes

Work Environment:

Huntington Bancshares Inc. is an equal opportunity and affirmative action employer, dedicated 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.

Huntington adheres to a Tobacco-Free Hiring Practice.

Agency Statement: Huntington does not accept unsolicited inquiries from Third Party Recruiters for any position.