Private Bank Analyst

Huntington National Bank • Toledo, OH

19h • Hybrid

About The Position

The Private Bank Analyst - Portfolio Manager position is an entry role into Huntington and the Private Client Group. This role involves learning all aspects of successfully managing a portfolio of client household relationships and the associated delivery of high-quality services. The analyst will work closely with the Portfolio Manager on client relationships, be trained in investments and the Portfolio Manager role, and gain broad knowledge of sales and service capabilities. They will develop excellent client service skills and work collaboratively with all practice specialty professionals to provide the fully integrated delivery of comprehensive Private Bank services. The role also includes learning compliance requirements and becoming proficient in Microsoft, Morningstar, Fact Set, Invest Edge, and CRM software products. Other duties as assigned.

Requirements

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

Nice To Haves

• 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
• Professional demeanor
• Strong communication skills
• Ability to work collaboratively in a team environment

Responsibilities

• Works closely with the Portfolio Manager on client relationships
• Will be trained in investments and the Portfolio Manager role and will gain broad knowledge of sales and service capabilities
• Will develop excellent and client service skills
• Will work collaboratively with all practice specialty professionals to provide the fully integrated delivery of comprehensive Private Bank services
• Will learn compliance requirements
• Will become proficient in Microsoft, Morningstar, Fact Set, Invest Edge and CRM software products
• Perform other duties as assigned.

What This Job Offers

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