Private Bank Analyst - Portfolio Manager

Huntington National Bank; Grand Rapids (MI); Hybrid; USD 55,000 - 75,000; Full time

Job summary

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

As part of the role, you will work closely with the Portfolio Manager, gain training in investments, develop client service skills, and collaborate with professionals to provide integrated Private Bank services while learning compliance

Qualifications

• Bachelor's degree required.
• 1 year (or more) experience in banking/finance.
• Demonstrated success with high-net-worth clients.
• Ability to build strong relationships with customers.
• Financial advisory/sales experience in banking, investment, or insurance products and services.
• Strong communication and teamwork abilities.

Responsibilities

• Works closely with the Portfolio Manager on client relationships.
• Trained in investments and the Portfolio Manager role; gains broad knowledge of sales and service capabilities.
• Develop excellent client service skills.
• Collaborate with practice specialty professionals to deliver the fully integrated Private Bank services.
• Learn compliance requirements.
• Proficient in Microsoft, Morningstar, Fact Set, Invest Edge and CRM software.
• Perform other duties as assigned.

Skills

Relationship building

Communication skills

Sales experience

Team collaboration

Professional demeanor

Client service

Education

Bachelor's degree

Job description

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.

Description

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)

No

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.

Note to Agency Recruiters:

Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.