Wealth and Investment Portfolio Manager III

Huntington Bancshares, Inc.; Canton (OH); Hybrid; USD 100.000 - 150.000; Vollzeit

Zusammenfassung

Huntington seeks qualified candidates to become Wealth and Investment Portfolio Manager III, responsible for managing complex portfolios aligned with client objectives and corporate strategies. The role involves close client interaction, performance monitoring, and ongoing service alongside business development colleagues.

The position emphasizes staying current with market trends and may include supervisory duties within a collaborative wealth management team.

Qualifikationen

• Bachelor's degree required.
• 5+ years of investments/analyst experience required.

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 experience

Ausbildung

Bachelor's degree

Jobbeschreibung

Summary

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

Description

Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager III"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
• 5 or more years of Investments/Analyst experience

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

Yes

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 is an Equal Opportunity Employer.

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