Remote Wealth & Investment Portfolio Manager III

Huntington Bancshares, Inc.; Tupelo (MS); Híbrido; USD 95.000 - 130.000; Jornada completa

Descripción de la vacante

Huntington Bancshares, Inc. in Tupelo, MS seeks a Wealth and Investment Portfolio Manager III to guide medium to large portfolios aligned with client objectives. You will collaborate with clients to review performance, propose strategies, and support ongoing service with business development teams.

The role may involve supervisory duties and requires staying current with market trends; in-office focus with potential flexible arrangements. Equal opportunity employer.

Formación

• Bachelors Degree and 5+ years of Investments/Analyst experience.
• Experience managing medium/large and complex portfolios.

Responsabilidades

• Manages medium/large and complex portfolios based on client and corporate investment objectives.
• Works with clients to monitor investment performance and recommend strategy.
• Responsible for ongoing client service and joint sales calls with business development staff.
• Keeps current on related market trends.

Conocimientos

Investment management

Client relationship

Sales collaboration

Market analysis

Educación

Bachelor's degree in Finance or related field

Herramientas

CRM software

Portfolio tools

Descripción del empleo

Huntington Bancshares, Inc. in Tupelo, MS seeks a Wealth and Investment Portfolio Manager III to guide medium to large portfolios aligned with client objectives. You will collaborate with clients to review performance, propose strategies, and support ongoing service with business development teams.

The role may involve supervisory duties and requires staying current with market trends; in-office focus with potential flexible arrangements. Equal opportunity employer.