Senior Wealth & Portfolio Manager (Remote)

Huntington National Bank; Columbus (OH); Vor Ort; USD 70.000 - 100.000; Vollzeit

Zusammenfassung

Huntington National Bank in Columbus, OH is seeking an experienced Investments/Analyst to manage medium to large portfolios and align investment objectives with client goals.

You will monitor performance, propose strategy, provide ongoing client service, and participate in joint sales calls with business development staff; some roles may include supervisory responsibilities; a strong emphasis on staying current with market trends and industry practices.

Qualifikationen

• Bachelor's degree required.
• 5+ years of investments/analyst experience required.
• Exempt status indicated (not eligible for overtime pay).

Aufgaben

• 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.

Kenntnisse

Investments/Analyst experience

Ausbildung

Bachelor's Degree

Jobbeschreibung

Huntington National Bank in Columbus, OH is seeking an experienced Investments/Analyst to manage medium to large portfolios and align investment objectives with client goals.

You will monitor performance, propose strategy, provide ongoing client service, and participate in joint sales calls with business development staff; some roles may include supervisory responsibilities; a strong emphasis on staying current with market trends and industry practices.