Senior Wealth & Investment Portfolio Manager (Hybrid)

Huntington Bank; Tupelo (MS); Hybrid; USD 110,000 - 170,000; Full time

Job summary

Huntington Bank is seeking qualified candidates for Wealth and Investment Portfolio Manager III to manage complex portfolios and guide investment strategies for clients.

Responsibilities include client service, joint sales calls with business development staff, and staying current on market trends. A Bachelor's degree and 5+ years in Investments/Analyst are required; supervisory duties may apply. Office-based with potential flexible arrangements.

Qualifications

• Bachelor's Degree required.
• 5+ years of Investments/Analyst experience.
• Exempt status indicating overtime eligibility: No

Responsibilities

• Manages medium/large and complex portfolios based on client and corporate investment objectives.
• Monitors investment performance with clients and recommends strategy.
• Provides ongoing customer service and participates in joint sales calls with business development staff.
• Keeps current on related market trends.
• May have supervisory responsibility.
• Performs other duties as assigned.

Education

Bachelor's Degree

Job description

Huntington Bank is seeking qualified candidates for Wealth and Investment Portfolio Manager III to manage complex portfolios and guide investment strategies for clients.

Responsibilities include client service, joint sales calls with business development staff, and staying current on market trends. A Bachelor's degree and 5+ years in Investments/Analyst are required; supervisory duties may apply. Office-based with potential flexible arrangements.