- 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)
- …holistic commitment Actively partners with internal specialists ( Senior Credit Ad visor, Wealth Planning, Insura nce , Business Transition Advisor , Estate ... banking at Fifth Third Bank. General Function: The Director II , Private Bank is responsible for leading a team...drive operational excellence and maximize sales capacity of region advisor team + Establishes team operating rhythms and leverages… more
- Coinbase (Lansing, MI)
- …met and work is carried out in the most efficient manner. * Be a trusted advisor , listen and empathize so the customer knows they are valued. Ensure their voices are ... of proficiency in cryptocurrency and Coinbase products * Experience in Banking, Wealth Management, Corporate Fiance, Asset Management or FinTech * Understanding of… more