Private Bank Analyst - Portfolio Manager Trainee

Huntington National Bank; Grand Rapids (MI); On-site; USD 42,000 - 62,000; Full time

Job summary

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.

Qualifications

• 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)

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.

Skills

Strong communication skills

Team collaboration

Relationship building

Professional demeanor

Financial advisory/sales experience

Education

Bachelor's Degree

Tools

CRM software

Microsoft Office

Morningstar

FactSet

InvestEdge

Job description

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.