Private Bank Analyst & Portfolio Manager Trainee (Hybrid)

Huntington Bancshares, Inc.; Columbus (OH); Hybrid; USD 60,000 - 75,000; Full time

Job summary

Huntington Bancshares, Inc. in Columbus, OH seeks an entry-level Private Bank Analyst II to learn all aspects of managing client household relationships and delivering high-quality services.

The role aims to prepare you for advancement into a Level I position within 24 months and to meet the sales goals associated with that level. You will train in investment and portfolio management, develop networking and client acquisition skills, and collaborate with specialists to provide integrated Private

Qualifications

• Bachelor's Degree is required.
• 1+ years experience in banking or finance.
• Investment knowledge is a plus.
• Strong client service and communication skills.

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.

Education

Bachelor's Degree

Job description

Huntington Bancshares, Inc. in Columbus, OH seeks an entry-level Private Bank Analyst II to learn all aspects of managing client household relationships and delivering high-quality services.

The role aims to prepare you for advancement into a Level I position within 24 months and to meet the sales goals associated with that level. You will train in investment and portfolio management, develop networking and client acquisition skills, and collaborate with specialists to provide integrated Private