Private Bank Analyst - Portfolio Manager

Huntington National Bank • Chicago, IL

1d • Onsite

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 with the intention of moving into the next level position within 24 months and being responsible for the sales goals of that Level I position.

Requirements

• Bachelor's Degree
• 1 or more years experience in banking or finance

Nice To Haves

• Investment knowledge
• Strong client service and communication skills

Responsibilities

• 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.

Benefits

• health insurance coverage
• wellness program
• life and disability insurance
• retirement savings plan
• paid leave programs
• paid holidays
• paid time off (PTO)

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees