Hybrid Private Bank Analyst & Portfolio Manager — Growth Path

Huntington National Bank

Columbus (OH)

Hybrid

USD 52,000 - 75,000

Full time

14 days+

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Job summary

Huntington National Bank is seeking an entry-level Private Bank Analyst II focused on learning all aspects of portfolio management and delivering high-quality client services. The role provides a pathway to move into a Level I sales/portfolio role within 24 months, with responsibility for meeting sales goals and contributing to regional revenue growth.

The position emphasizes training in investment and portfolio management, development of client acquisition skills, and collaboration with

Qualifications

  • Bachelor's Degree (required)
  • 1+ years experience in banking or finance
  • Investment knowledge (preferred)
  • Strong client service and communication skills (preferred)

Responsibilities

  • Learn and perform duties of an Analyst/Portfolio Manager in Private Bank
  • Develop networking and new client acquisition skills for transition to sales role
  • Collaborate with specialists to deliver integrated Private Bank services
  • Support high client service levels and contribute to household revenue growth through cross-sell
  • Perform other duties as assigned

Skills

Investment knowledge
Client service
Communication skills

Education

Bachelor's Degree

Job description

Huntington National Bank is seeking an entry-level Private Bank Analyst II focused on learning all aspects of portfolio management and delivering high-quality client services. The role provides a pathway to move into a Level I sales/portfolio role within 24 months, with responsibility for meeting sales goals and contributing to regional revenue growth.

The position emphasizes training in investment and portfolio management, development of client acquisition skills, and collaboration with

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