Private Bank Analyst - Portfolio Manager

Huntington National Bank; Columbus (OH); Hybrid; USD 52,000 - 75,000; Full time

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

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.

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)

Yes

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.