Wealth & Investment Portfolio Manager III

Huntington National Bank; Columbus (OH); On-site; USD 85,000 - 120,000; Full time

Job summary

Huntington National Bank is seeking a qualified candidate for the position of Wealth and Investment Portfolio Manager III in Columbus, Ohio. This role involves managing medium to large complex portfolios, ensuring client satisfaction and investment performance, and working alongside business development teams.

The ideal candidate should hold a Bachelor's Degree and have at least 5 years of experience in Investments or Analytics. This is an office-based position that contributes to Huntington's commitment as an Equal Opportunity Employer.

Qualifications

• 5 or more years of Investments/Analyst experience.

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

Summary

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

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

• Bachelor's Degree.
• 5 or more years of Investments/Analyst experience.

Workplace Type

Office

Huntington is an Equal Opportunity Employer.