Private Bank Analyst - Portfolio Manager

Huntington National Bank; Grand Rapids (MI); Presencial; USD 42.000 - 62.000; Jornada completa

Descripción de la vacante

The Private Bank Analyst - Portfolio Manager role at Huntington National Bank is an entry position within the Private Client Group, focused on learning how to manage client relationships and deliver high-quality services.

You will work closely with the Portfolio Manager, receive training in investments, and gain broad knowledge of sales and service capabilities, developing essential client service skills and compliance awareness.

Formación

• Bachelor's Degree required.
• 1 year (or more) experience in banking/finance.
• Demonstrated success working with high net worth banking customers.
• Proven ability to build strong relationships with customers.
• Financial advisory/sales experience in banking, investment, or insurance products and services.
• Professional demeanor.
• Strong communication skills.
• Ability to work collaboratively in a team environment.
• Exempt Status: (Yes = not eligible for overtime pay)

Responsabilidades

• Works closely with the Portfolio Manager on client relationships.
• Will be trained in investments and the Portfolio Manager role and will gain broad knowledge of sales and service capabilities.
• Will develop excellent and client service skills.
• Will work collaboratively with all practice specialty professionals to provide the fully integrated delivery of comprehensive Private Bank services.
• Will learn compliance requirements.
• Will become proficient in Microsoft, Morningstar, Fact Set, Invest Edge and CRM software products.
• Perform other duties as assigned.

Conocimientos

Strong communication skills

Team collaboration

Relationship building

Professional demeanor

Financial advisory/sales experience

Educación

Bachelor's Degree

Herramientas

CRM software

Microsoft Office

Morningstar

FactSet

InvestEdge

Descripción del empleo

Summary:

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

Duties and Responsibilities:

• Works closely with the Portfolio Manager on client relationships

• Will be trained in investments and the Portfolio Manager role and will gain broad knowledge of sales and service capabilities

• Will develop excellent and client service skills

• Will work collaboratively with all practice specialty professionals to provide the fully integrated delivery of comprehensive Private Bank services

• Will learn compliance requirements

• Will become proficient in Microsoft, Morningstar, Fact Set, Invest Edge and CRM software products

• Perform other duties as assigned.

Basic Qualifications:

• Bachelor's Degree

• 1 year (or more) experience in banking/finance

Preferred Qualifications:

• Demonstrated success working with high net worth banking customers

• Proven ability to build strong relationships with customers

• Financial advisory/sales experience in banking, investment, or insurance products and services

• Professional demeanor

• Strong communication skills

• Ability to work collaboratively in a team environment

• 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.