Junior Private Bank Analyst & Portfolio Strategist

Huntington Bancshares, Inc.; Grand Rapids (MI); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Huntington Bancshares, Inc. in the United States is seeking an entry‑level Private Bank Analyst – Portfolio Manager to learn and support client relationships within the Private Client Group.

The role focuses on delivering high‑quality services as you gain breadth in investments, sales, and client management. You will be trained in investment knowledge, collaborate across specialists, and develop strong client service skills while adhering to compliance requirements.

Qualifications

• Bachelor's degree and 1+ year in banking/finance.
• Experience with high net worth banking customers is preferred.
• Ability to build strong relationships with customers and provide financial guidance.
• Strong communication and teamwork are essential.

Responsibilities

• Support Portfolio Manager in client relationships and service delivery.
• Learn investments, sales, and service capabilities across Private Bank offerings.
• Develop client service skills and knowledge of regulatory requirements.
• Collaborate with practice professionals to deliver integrated Private Bank services.
• Learn to use CRM, Morningstar, Fact Set, Invest Edge, and other tools.

Skills

Relationship building

Client service

Communication

Teamwork

Professional demeanor

Education

Bachelor's degree

Tools

Microsoft

Morningstar

Fact Set

Invest Edge

CRM software

Job description

Huntington Bancshares, Inc. in the United States is seeking an entry‑level Private Bank Analyst – Portfolio Manager to learn and support client relationships within the Private Client Group.

The role focuses on delivering high‑quality services as you gain breadth in investments, sales, and client management. You will be trained in investment knowledge, collaborate across specialists, and develop strong client service skills while adhering to compliance requirements.