- 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 ... Trust Administration experience Preferred Qualifications: + Juris Doctor, Certified Trust and Fiduciary Advisor (CFTA) designation + Demonstrated success… 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. This ... be able to converse with clients, their advisors, and Private Bank team members convincingly. + Remains...DESIRED KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: + Knowledge of Private Banking, Brokerage, Insurance and/or Trust +… more