Hybrid Wealth & Investment Portfolio Manager III

Huntington Bank; Mississippi; Hybrid; USD 100.000 - 140.000; Vollzeit

Zusammenfassung

Huntington Bank is seeking a Wealth and Investment Portfolio Manager III to lead medium to large, complex portfolios in support of client and corporate objectives. The role involves close collaboration with clients to monitor performance and adjust strategies as needed.

Office-based in Mississippi with potential flexible work arrangements. Requires 5+ years of investments/analyst experience and a bachelor’s degree.

Qualifikationen

• Bachelor's Degree required.

Aufgaben

• Manages medium/large and complex portfolios based on client and corporate investment objectives.
• Works closely with the customer to monitor investment performance and recommend a strategy.
• Responsible for ongoing customer service and joint sales calls with business development staff.
• Keeps current on related market trends.

Ausbildung

Bachelor's Degree

Jobbeschreibung

Huntington Bank is seeking a Wealth and Investment Portfolio Manager III to lead medium to large, complex portfolios in support of client and corporate objectives. The role involves close collaboration with clients to monitor performance and adjust strategies as needed.

Office-based in Mississippi with potential flexible work arrangements. Requires 5+ years of investments/analyst experience and a bachelor’s degree.