Description
Summary :
The Trust Advisor II, 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.
Duties and Responsibilities :
- 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 (Optimal Customer Relationship) position : builds strong relationships across all business segments.
- Performs other duties as assigned.
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
privatebank
Exempt Status : (Yes not eligible for overtime pay) ( No eligible for overtime pay)
Workplace Type :
Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all 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
Senior Trust Advisor
Serve as a Trusted Advisor by developing close, personal relationships with the clients and their families, anticipating clients' wealth planning and Private Bank service needs and coordinating external and internal advisors to accomplish. On behalf of Fifth Third Bank as Trustee understand and admi...
Private Wealth Advisor
Wealth Advisors work as part of a Team of specialists within the Wealth Group, and are responsible for engaging other specialists, including Private Bankers, Trust Officers, Fixed Income Team, RPS Administrators, and Philanthropy Officers, as appropriate. We are currently seeking a Private Wealth Ad...
Private Bank Trust Advisor II
The Trust Advisor II, 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. Juris Doctor, Certified Trust and Fiduciary Advisor (CFTA) designation. Financial ...
Senior Trust Advisor
Serve as a Trusted Advisor by developing close, personal relationships with the clients and their families, anticipating clients’ wealth planning and Private Bank service needs and coordinating external and internal advisors to accomplish. On behalf of Fifth Third Bank as Trustee understand and admi...
Private Wealth Advisor
Wealth Advisors work as part of a Team of specialists within the Wealth Group, and are responsible for engaging other specialists, including Private Bankers, Trust Officers, Fixed Income Team, RPS Administrators, and Philanthropy Officers, as appropriate. We are currently seeking a Private Wealth Ad...
Expert Business Analyst - Healthcare Fraud Solutions - Remote
Gainwell is seeking a motivated, multitalented candidate with healthcare fraud expertise to fill our Advisor Business Analyst position. Expert Business Analyst - Healthcare Fraud Solutions. Join the group that solves business challenges and enhances the way we work and grow. If you are a creative pr...
Wealth Management Advisor
Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve their wealth goals. Create steams of highly credentialed specialists to provide wealth planning, investments, private banking, risk ...
Financial Advisor - Intern(2025)
Having roots in one of the nation's largest and most well-respected audit, tax, and wealth management firms, Plante Moran Wealth Management proudlyserves as a trusted advisor to individuals, and families, providing full comprehensive financial solutions in the areas of wealth management, investment ...
Head of CG Advisor Network Operations and Strategy
CG Advisor Network (CGAN), a division of CG Financial Services, is currently seeking a driven and insightful individual to lead and execute our Investment Operations and Strategy. CG Advisor Network empowers independent advisors to focus on their clients and further building their firms by combining...
Customer Service Representative
The Customer Service Representative (CSR) provides individual support services for all phases of the order fulfillment process to Airgas customers primarily over the telephone both locally and for remote locations in a region. The CSR promotes long-term customer relationships and provides superior c...