Wealth and Investment Portfolio Manager I
Huntington National Bank•Columbus, OH
22h•Hybrid
About The Position
The Wealth and Investment Portfolio Manager I manages small to medium portfolios based on client and corporate investment objectives.
Requirements
- 1+ year of related experience
- Bachelor's Degree
Nice To Haves
- Experience working with Wealth or Investment customers
- Strong verbal and written communication skills
Responsibilities
- Monitors investment performance and reports back to customer.
- Recommends, or helps to recommend, an investment strategy to customers.
- Responsible for ongoing customer service and business development.
- Generally works with less complex accounts.
- Performs other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
