Wealth and Investment Portfolio Manager I

Huntington

Canton (OH)

Hybrid

USD 85,000 - 125,000

Full time

5 days ago
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Job summary

Huntington Bank in the United States seeks a Wealth and Investment Portfolio Manager I to manage medium to large portfolios aligned with client objectives. You will monitor performance, advise on strategy, and participate in joint sales calls with business development staff.

The role requires a bachelor’s degree and 1+ year of investments/analyst experience, with opportunity for supervisory responsibilities and growth within the bank’s wealth management team.

Qualifications

  • Bachelor's degree required.
  • 1+ year of investments/analyst experience required.

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.

Skills

Investment analysis experience

Education

Bachelor's Degree

Job description

Description

Summary:

Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager I"s.

Duties & 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.

Basic Qualifications:

  • Bachelors Degree
  • 1 or more years of Investments/Analyst experience

Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

Workplace Type: Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

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