Private Bank Analyst I-Portfolio Manager

Description

Summary

The Private Bank Analyst - Portfolio Manager position is an entry role into Huntington and the Private Client Group and involves learning all aspects of successfully managing a portfolio of client household relationships and the associated delivery of high-quality services.

Duties and Responsibilities

• Manages a portfolio of client household relationships and the associated delivery of high quality services with the intention of moving into the next level position within 24 months

• Responsible for the sales goals of that Level I position

• Trained in an investment and Portfolio Manager role, along with a broad knowledge of sales and service capabilities

• Excellent networking and new client acquisition skills need to be developed in anticipation of moving into a sales role

• Engages the appropriate practice specialty professionals to provide the fully integrated delivery of comprehensive Private Bank services

• Responsible for supporting high client service levels, strong retention and suitable contribution to the achievement of overall household revenue growth through new client acquisition and cross-sell, as well as appropriate contribution to the attainment of profitability for the Region.

Basic Qualifications

• Bachelor's Degree

• 1 or more years experience in banking/finance

Preferred Qualifications

• Demonstrated success working with high net worth banking customers

• Proven ability to build strong relationships with customers

• Financial advisory/sales experience in banking, investment, or insurance products and services

• Knowledge of Private Financial Group products

• Professional demeanor

• PC an internet proficiency

• Ability to multi-task

privatebank

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

No

Workplace Type

Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.

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

Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position