Private Bank Analyst to Portfolio Manager (Remote-Ready)

0101 The Huntington National Bank; Grand Rapids (MI); Hybrid; USD 45,000 - 65,000; Full time

Job summary

The Huntington National Bank is seeking an entry-level Private Bank Analyst to learn and support the Portfolio Manager in managing client relationships and delivering high-quality services. You will gain exposure to investments, sales and service capabilities while developing client-facing skills in a collaborative team.

Training in compliance and proficiency with Microsoft Office, Morningstar, Invest Edge, CRM, and related tools will be provided as you support the Private Client Group and

Qualifications

• Bachelor's Degree; 1 year (or more) experience in banking/finance.
• Demonstrated success working with high net worth banking customers.
• Strong communication skills and professional demeanor.
• Ability to collaborate with a team to deliver integrated Private Bank services.

Responsibilities

• Work closely with Portfolio Manager on client relationships.
• Learn investments and the Portfolio Manager role while gaining sales and service knowledge.
• Develop client service skills and contribute to integrated Private Bank services.
• Learn and adhere to compliance requirements; use MS Office and CRM tools.

Skills

Communication

Team collaboration

Client service

Education

Bachelor's Degree in finance or related field

Tools

Microsoft Office

CRM software

Morningstar

FactSet

Invest Edge

Job description

The Huntington National Bank is seeking an entry-level Private Bank Analyst to learn and support the Portfolio Manager in managing client relationships and delivering high-quality services. You will gain exposure to investments, sales and service capabilities while developing client-facing skills in a collaborative team.

Training in compliance and proficiency with Microsoft Office, Morningstar, Invest Edge, CRM, and related tools will be provided as you support the Private Client Group and