- Huntington National Bank (Holland, MI)
- Description Summary: The Private Bank Wealth Advisor II is the primary client relationship manager in the Huntington Private Bank responsible for ... developing, delivering, and managing a high-net-worth client's Wealth Plan. Duties and Responsibilities: + Builds relationships with...the involvement of other specialists to fulfill the client's Wealth Plan with a strong focus on capturing assets… more
- Fifth Third Bank, NA (Grand Rapids, MI)
- …as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and ... management, and trust services. Ensures delivery and execution of Private Bank experience and client service standards....and the like. + Extended viewing of CRT screen. Wealth Management Advisor LOCATION -- Grand Rapids,… more
- Huntington National Bank (Grand Rapids, MI)
- 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 ... Duties and Responsibilities: + Responsible for the complete administration of assigned Wealth & Investment accounts of moderate to high complexity including trusts,… more
- Fifth Third Bank, NA (Grand Rapids, MI)
- …other tools as identified. + Memorialize and help to maintain, in collaboration with the Private Bank team, a Wealth Strategy for each client and prospect. ... . GENERAL FUNCTION: The Senior WP Analyst partners with Wealth Strategists, WMAs and other specialists to deliver Fifth...be able to converse with clients, their advisors, and Private Bank team members convincingly. + Remains… more
- Fifth Third Bank, NA (Grand Rapids, MI)
- …developing close, personal relationships with the clients and their families, anticipating clients' wealth planning and Private Bank service needs and ... step? Discover a career in banking at Fifth Third Bank . Opportunity for a Senior Trust Advisor ...more than $5MM in investable assets + Work with Private Bank Team to identify fiduciary opportunities… more