Wealth and Investment Portfolio Manager III
Huntington National Bank•Dallas, TX
•Onsite
About The Position
Manages medium/large and complex portfolios based on client and corporate investment objectives. Works closely with the customer to monitor investment performance and recommend a strategy. Responsible for ongoing customer service and joint sales calls with business development staff. Must keep current on related market trends. May have supervisory responsibility for less experienced employees.
Requirements
- Bachelors Degree
- 5 or more years of Investments/Analyst experience
Responsibilities
- Manages medium/large and complex portfolios based on client and corporate investment objectives.
- Works closely with the customer to monitor investment performance and recommend a strategy.
- Responsible for ongoing customer service and joint sales calls with business development staff.
- Must keep current on related market trends.
- May have supervisory responsibility for less experienced employees.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
