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 positionTrained in an investment and Portfolio Manager role, along with a broad knowledge of sales and service capabilitiesExcellent networking and new client acquisition skills need to be developed in anticipation of moving into a sales roleEngages the appropriate practice specialty professionals to provide the fully integrated delivery of comprehensive Private Bank servicesResponsible 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 servicesKnowledge of Private Financial Group productsProfessional demeanor  PC an internet proficiency  Ability to multi-task     

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

No

Workplace Type:

Office

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

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 basi