Private Bank Analyst – Portfolio Manager

Huntington National Bank • Beachwood, OH

4h • Hybrid

About The Position

The Private Bank Analyst - Portfolio Mgr is an entry level position and involves learning all aspects of successfully managing a portfolio of client household relationships and the associated delivery of high quality services. The Analyst will be 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. Performs other duties as assigned.

Requirements

• Bachelor's Degree
• 1 or more years experience in banking or finance
• Currently authorized to work in the United States on a full-time basis.

Nice To Haves

• Investment knowledge
• Strong client service and communication skills

Responsibilities

• Learning all aspects of successfully managing a portfolio of client household relationships and the associated delivery of high quality services.
• Training in an investment and Portfolio Manager role, along with a broad knowledge of sales and service capabilities.
• Developing excellent networking and new client acquisition skills in anticipation of moving into a sales role.
• Engaging appropriate practice specialty professionals to provide the fully integrated delivery of comprehensive Private Bank services.
• 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.
• Appropriate contribution to the attainment of profitability for the Region.
• Performing other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level