- 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...Site for more details. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement… 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....the like. + Extended viewing of CRT screen. #LI-LB1 Wealth Management Advisor II LOCATION -- Grand… more
- JPMorgan Chase (Ada, MI)
- …clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer ... those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering...support your teammates' success and the goals of the bank , while fostering a culture of diversity + Build… more
- Huntington National Bank (Grand Rapids, MI)
- Description Summary: The Private Bank Service Specialist II is responsible for the day-to-day activities and interaction between the client and Huntington ... Bank in terms of establishment of documentation, maintenance, and...and mortgages. + Works directly with the client and/or Wealth Advisor to obtain related applicant and… more