Private Bank Analyst - Portfolio Manager

Huntington National Bank; Columbus (OH); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Huntington National Bank in Columbus, OH seeks an entry-level Private Bank Analyst II - Portfolio Manager to learn portfolio management for client households and to deliver high-quality private banking services. You will prepare to advance to a Level I role within about 24 months, while supporting sales goals and client satisfaction.

Ideal candidates bring a Bachelor's degree and at least 1 year in banking or finance, with strong networking and communication abilities and an interest in

Qualifications

• Bachelor's degree required; 1+ years experience in banking or finance preferred.
• Strong networking and client-service skills are essential.

Responsibilities

• Learn investment and Portfolio Manager responsibilities in a learning capacity.
• Develop networking and new client acquisition skills for future sales roles.
• Coordinate with private banking specialists to deliver integrated services.
• Support high client service levels and contribute to regional revenue growth.
• Perform other duties as assigned.

Skills

Networking

Client acquisition

Communication

Investment knowledge

Education

Bachelor's Degree

Job description

Summary

The Private Bank Analyst II - Portfolio Mgr is an entry level position and involves learning all aspects of successfully managing a portfolio of client household relationships and the associated delivery of high quality services with the intention of moving into the next level position within 24 months and being responsible for the sales goals of that Level I position.

Description

The Private Bank Analyst II - Portfolio Mgr is an entry level position and involves learning all aspects of successfully managing a portfolio of client household relationships and the associated delivery of high quality services with the intention of moving into the next level position within 24 months and being responsible for the sales goals of that Level I position.

Duties And Responsibilities

• The Analyst will be trained in an investment and Portfolio Manager role, along with a broad knowledge of sales and service capabilities.
• Excellent networking and new client acquisition skills need to be developed in anticipation of moving into a sales role.
• Engages the appropriate practice specialty professionals to provide the fully integrated delivery of comprehensive Private Bank services.
• Responsible for supporting high client service levels, strong retention and suitable contribution to the achievement of overall household revenue growth through new client acquisition and cross-sell, as well as appropriate contribution to the attainment of profitability for the Region.
• Performs other duties as assigned.

Basic Qualifications

• Bachelor's Degree
• 1 or more years experience in banking or finance

Preferred Qualifications

• Investment knowledge
• Strong client service and communication skills

Exempt Status

Yes (not eligible for overtime pay) (No = eligible for overtime pay)

Workplace Type

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.