Private Bank Analyst - Portfolio Manager

0101 The Huntington National Bank; United States; Presencial; USD 60 000 - 80 000; Tempo integral

Resumo da oferta

Huntington National Bank is seeking a Private Bank Analyst II - Portfolio Manager. This entry-level role trains you across portfolio management and delivery of high-quality services to client households, with a clear path to a Level I sales role within 24 months.

You will develop investment knowledge and client service skills, work with cross-functional teams, and contribute to revenue growth through new client acquisition and cross-sell while upholding the bank’s service standards in a

Qualificações

• Bachelor's Degree, 1+ years experience in banking or finance.

Responsabilidades

• Support portfolio management delivery and high client service levels.
• Assist in cross-selling and achieving regional revenue growth.
• Engage professionals to provide integrated Private Bank services.
• Contribute to profitability and client retention.

Conhecimentos

Investment knowledge

Client service

Communication skills

Formação académica

Bachelor's Degree

Descrição da oferta de emprego

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

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.

Reasonable Accommodations

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