As a Private Bank Wealth Advisor II at Huntington, your main responsibilities include developing and managing Wealth Plans for high-net-worth clients, building and nurturing client relationships, and coordinating with specialists to provide comprehensive wealth management services. You'll be focused on capturing assets under management, loans, and deposits while ensuring that clients receive exceptional service, helping to retain and deepen these relationships.

To qualify for the Private Bank Wealth Advisor II position at Huntington, you should have a Bachelor's Degree and at least 3 years of experience in wealth management, financial advisory, sales, or relationship management, specifically for high or ultra-high-net-worth clients. Additionally, it's essential to obtain State Life and Health Licenses within 90 days of hire.

The compensation range for the Private Bank Wealth Advisor II position at Huntington ranges from $77,000 to $154,000 annually. Actual compensation may vary based on various factors like experience and performance. Colleagues in this position are also eligible for an incentive compensation plan and can benefit from a comprehensive array of health and wellness benefits.

As a Private Bank Wealth Advisor II at Huntington, you can expect a hybrid work environment, combining in-office work with flexible remote options. This approach fosters community connections and collaboration, allowing you to excel in client service while also maintaining a healthy work-life balance.

To thrive as a Private Bank Wealth Advisor II at Huntington, strong relationship-building skills are essential. You should also possess excellent written and verbal communication abilities, the capacity to multi-task effectively, and a solid understanding of compliance and regulatory requirements related to wealth management.

To effectively respond to this question, highlight your past experiences working directly with high-net-worth clients. Discuss specific examples where you successfully managed relationships, addressed client needs, and developed comprehensive Wealth Plans that resulted in increased assets under management.

In your answer, emphasize the importance of networking and community engagement. Discuss strategies you've used to connect with potential clients, such as attending industry events, leveraging social media, or participating in local charities, and how these approaches have helped you grow your client base.

For this question, illustrate your understanding of compliance by mentioning your experience with regulatory requirements. Discuss how you prioritize compliance in your client interactions, including maintaining accurate records and staying informed on industry changes to protect both your clients and the firm.

Share a specific story that demonstrates your problem-solving abilities and client service focus. Highlight the actions you took to address the client's concerns and how your efforts not only retained the relationship but improved the client's overall satisfaction.

Discuss your organizational skills and tools that help you manage your time efficiently. You might mention using task management software, setting reminders for follow-ups, and establishing clear communication with clients to ensure that everyone feels valued, even when your schedule gets hectic.

In your answer, express your passion for client service and the satisfaction you derive from helping clients achieve financial success. Connect your motivation with Huntington’s commitment to exceptional service and the positive impact it has on clients’ lives.

Provide a detailed overview of a specific Wealth Plan you created, including the client’s unique goals and the tailored solutions you implemented. Highlight how your strategic approach helped address their needs and resulted in a positive outcome.

Emphasize the importance of clear and effective communication in building trust with clients. Discuss how proactive communication helps in understanding client needs better and keeps them informed about their investments, ultimately leading to stronger relationships.

Share your methods for maintaining client relationships after initial engagement. You can mention regular check-ins, providing market updates, and inviting clients to exclusive events to reinforce the relationship and show continued interest in their financial well-being.

Reflect on the complexities of managing high-net-worth client expectations and the market's unpredictable nature. Discuss strategies you use to navigate these challenges, such as continuous learning and adapting your approach based on client feedback and market conditions.