Wealth and Investment Portfolio Manager I
Huntington National Bank•Columbus, OH
5d•Hybrid
About The Position
The Wealth and Investment Portfolio Manager I manages small to medium portfolios based on client and corporate investment objectives. Duties and 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.
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.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Upload and Match Resume
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
5,001-10,000 employees
