Remote Senior Wealth & Investment Portfolio Manager

0101 The Huntington National Bank; United States; On-site; USD 120,000 - 160,000; Full time

Job summary

Huntington National Bank is seeking a Wealth and Investment Portfolio Manager III to oversee medium/large portfolios and align investment objectives with client goals.

You will monitor performance, propose investment strategies, provide ongoing client service, and participate in joint sales calls with business development staff. The role may include supervisory responsibilities and requires current market insight and a commitment to service excellence.

Qualifications

• Bachelor's Degree required.
• 5+ years of Investments/Analyst experience.
• Exempt Status: Yes
• Workplace Type: Office

Responsibilities

• Manages medium/large and complex portfolios based on client and corporate investment objectives.
• Works closely with the customer to monitor investment performance and recommend a strategy.
• Responsible for ongoing customer service and joint sales calls with business development staff.
• Must keep current on related market trends.
• May have supervisory responsibility.
• Performs other duties as assigned.

Skills

Investment Portfolio Management

Client Relationship Management

Market Trend Analysis

Sales Collaboration

Supervisory Experience

Education

Bachelor's Degree

Job description

Huntington National Bank is seeking a Wealth and Investment Portfolio Manager III to oversee medium/large portfolios and align investment objectives with client goals.

You will monitor performance, propose investment strategies, provide ongoing client service, and participate in joint sales calls with business development staff. The role may include supervisory responsibilities and requires current market insight and a commitment to service excellence.