Senior Wealth & Investment Portfolio Manager

Huntington Bank; Canton (OH); Sur place; USD 90 000 - 130 000; Plein temps

Résumé du poste

Huntington Bank is seeking an experienced Wealth and Investment Portfolio Manager III in Canton, OH. The role focuses on managing complex portfolios aligned with client objectives and corporate strategies, while maintaining active client engagement and performance review.

You will collaborate with business development to support joint sales calls, stay current on market trends, and potentially supervise junior staff as needed.

Qualifications

• Bachelor's degree in a related field.
• 5+ years of investments/analyst experience.

Responsabilités

• Manages medium/large and complex portfolios.
• 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.
• Keeps current on related market trends.
• May have supervisory responsibility.

Connaissances

Portfolio management

Client relationship management

Investment analysis

Market awareness

Formation

Bachelor's degree

Description du poste

Huntington Bank is seeking an experienced Wealth and Investment Portfolio Manager III in Canton, OH. The role focuses on managing complex portfolios aligned with client objectives and corporate strategies, while maintaining active client engagement and performance review.

You will collaborate with business development to support joint sales calls, stay current on market trends, and potentially supervise junior staff as needed.