Senior Wealth & Investment Portfolio Manager

Huntington Bank; Dallas (TX); Hybrid; USD 100,000 - 150,000; Full time

Job summary

Huntington Bank seeks an experienced Wealth and Investment Portfolio Manager III to lead complex portfolios for high-net-worth clients in Dallas. You will monitor investment performance, devise strategies, and collaborate with business development to drive client success.

In this role, you may supervise junior staff, stay current on market trends, and provide ongoing service to clients while supporting sales efforts with the advisory team.

Qualifications

• Bachelor's Degree and 5+ years of Investments/Analyst experience.
• Strong investment knowledge and ability to monitor performance and adjust strategies.

Responsibilities

• Manage medium/large and complex portfolios for clients.
• Monitor investment performance and recommend strategies.
• Provide ongoing customer service and support business development with joint calls.

Skills

Investments experience

Client relationship management

Education

Bachelor's Degree

Job description

Huntington Bank seeks an experienced Wealth and Investment Portfolio Manager III to lead complex portfolios for high-net-worth clients in Dallas. You will monitor investment performance, devise strategies, and collaborate with business development to drive client success.

In this role, you may supervise junior staff, stay current on market trends, and provide ongoing service to clients while supporting sales efforts with the advisory team.