Wealth and Investment Portfolio Manager III
Huntington National Bank•Tupelo, MS
•Onsite
About The Position
Huntington is seeking a Wealth and Investment Portfolio Manager III to manage medium, large, and complex portfolios in accordance with client and corporate investment objectives. The manager works closely with customers to monitor investment performance and recommend strategies, provides ongoing customer service, and participates in joint sales calls with business development staff. The role requires staying current on related market trends and may include supervisory responsibility. Other duties may be assigned.
Requirements
- Bachelor’s degree.
- Five or more years of investments or analyst experience.
Responsibilities
- Manage medium, large, and complex portfolios based on client and corporate investment objectives.
- Work with customers to monitor investment performance and recommend strategies.
- Provide ongoing customer service.
- Participate in joint sales calls with business development staff.
- Keep current on related market trends.
- May have supervisory responsibility.
- Perform other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
