Strategic Wealth & Investment Portfolio Manager

0101 The Huntington National Bank; Indiana (PA); On-site; USD 90,000 - 130,000; Full time

Job summary

Huntington is seeking qualified candidates to become Wealth and Investment Portfolio Manager IIIs. The role manages medium/large and complex portfolios based on client and corporate investment objectives, and works closely with the customer to monitor performance and refine strategy.

You will provide ongoing customer service, participate in joint sales calls with business development staff, stay current on market trends, and may have supervisory responsibilities.

Qualifications

• Bachelor's Degree
• 5 or more years of Investments/Analyst experience
• Exempt Status: Yes
• Workplace Type: Office

Responsibilities

• 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.

Education

Bachelor's Degree

Job description

Huntington is seeking qualified candidates to become Wealth and Investment Portfolio Manager IIIs. The role manages medium/large and complex portfolios based on client and corporate investment objectives, and works closely with the customer to monitor performance and refine strategy.

You will provide ongoing customer service, participate in joint sales calls with business development staff, stay current on market trends, and may have supervisory responsibilities.