Private Bank Analyst - Portfolio Manager

Huntington; Columbus, Northern (OH, KY); Hybrid; USD 52,000 - 76,000; Full time

Benefits offered by this job

Flexible work arrangement

Remote-friendly policy

Job summary

Huntington is seeking a Private Bank Analyst II - Portfolio Manager in Columbus, OH. This entry-level role trains you across portfolio management, client service, and the delivery of high-quality private bank services with the goal of advancing to a Level I position within 24 months.

You will learn investment knowledge, develop strong client relationships, and collaborate with specialists to support client revenue growth and profitability for the region through cross-selling and exceptional

Qualifications

• Bachelor's degree required.
• 1+ years experience in banking or finance.
• Investment knowledge preferred.
• Strong client service and communication skills.

Responsibilities

• Learn and support portfolio management activities.
• Assist with cross-selling and client onboarding.
• Collaborate with sales and service teams to deliver Private Bank services.
• Support revenue growth and client retention goals.

Skills

Investment knowledge

Client service

Communication skills

Education

Bachelor's Degree

Job description

## Private Bank Analyst - Portfolio ManagerApply: Office: Columbus, OH: Full time: Posted Today: R0075935# **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:**OfficeOur Approach to **Office** Workplace TypeCertain 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.