Wealth & Investment Portfolio Manager I - Hybrid/Remote

Huntington Bank

Canton (OH)

Hybrid

USD 85,000 - 125,000

Full time

7 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

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.

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