Private Bank Analyst I - Portfolio Manager

Huntington National Bank; Pittsburgh (Allegheny County); On-site; USD 50,000 - 65,000; Full time

Job summary

Join a leading financial institution as a Private Bank Analyst I - Portfolio Manager. This entry-level role involves managing client relationships and delivering high-quality services, with the opportunity for advancement within 24 months. Ideal for those looking to grow in banking and finance.

Qualifications

• At least 1 year of experience in banking/finance.

Responsibilities

• Manage a portfolio of client household relationships.
• Achieve sales goals associated with this Level I position.
• Support high client service levels and contribute to household revenue growth.

Skills

Client Relationship Management

Networking

Sales

Multi-tasking

Education

Bachelor's Degree

Job description

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Summary

The Private Bank Analyst - Portfolio Manager position is an entry role into Huntington and the Private Client Group, involving learning all aspects of managing a portfolio of client household relationships and delivering high-quality services.

Description

The Private Bank Analyst - Portfolio Manager position is an entry role into Huntington and the Private Client Group, involving learning all aspects of managing a portfolio of client household relationships and delivering high-quality services.

Duties And Responsibilities

• Manage a portfolio of client household relationships and deliver high-quality services with the goal of advancing to the next level within 24 months.
• Achieve sales goals associated with this Level I position.
• Receive training in investment and Portfolio Management, with a broad knowledge of sales and service capabilities.
• Develop networking and client acquisition skills for future sales roles.
• Coordinate with practice specialty professionals to provide comprehensive Private Bank services.
• Support high client service levels, retention, and contribute to household revenue growth through new client acquisition, cross-selling, and profitability for the region.

Basic Qualifications

• Bachelor's Degree
• At least 1 year of experience in banking/finance

Preferred Qualifications

• Experience working with high net worth banking clients
• Ability to build strong client relationships
• Financial advisory or sales experience in banking, investments, or insurance
• Knowledge of Private Financial Group products
• Professional demeanor
• Proficiency with PC and internet
• Ability to multi-task

Additional Information

Exempt status: No (eligible for overtime pay)

Workplace type: Office, with flexible work arrangements possible.

Huntington will not sponsor applicants for immigration benefits. Applicants must be authorized to work in the U.S. full-time.

Huntington is an Equal Opportunity Employer.