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Private Bank Relationship Manager - Senior
Huntington Bancshares
Charleston, WV, United States
Job Details - this job has expired, please see similar jobs below
Description
Private Client Group - Private Banking Relationship Manager Senior. Assesses and profiles the high net worth customer's total financial needs and introduces product specialists to obtain cross-sell opportunities.
This position is responsible for:
• Building and managing profitable banking relationships with high net worth customers
• Developing and implementing comprehensive financial plan
• Conducting periodic interviews and working to further penetrate the customer's use of Bank services
• Achieving targeted growth in individual and team portfolio revenue
• Partnering with product specialists in Trust, Mortgage, Investments and Insurance to obtain cross-sell opportunities
• Working with relationships of moderate to high complexity
Basic Qualifications:
• Bachelor's degree in related field
• Five or more years of financial advisory/sales experience in Private Banking/High Net Worth space
Preferred Qualifications:
• 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