Wealth and Investment Premier Portfolio Manager - Sr.
About The Position
The Wealth and Investment Premier Portfolio Manager - Senior manages small/medium and less complex portfolios associated with Trust accounts based on the needs of the client/beneficiary and the associated investment objective. Duties and Responsibilities: Works closely with the Trust account to monitor investment performance and to point the account toward the most appropriate Huntington investment strategies considering the nature of the account. Responsible for ongoing customer service and relationships with internal colleagues. Must keep current on related market trends. Performs other duties as assigned.
Requirements
- Bachelor's Degree
- 5 years of related experience
Responsibilities
- Manages small/medium and less complex portfolios associated with Trust accounts based on the needs of the client/beneficiary and the associated investment objective.
- Works closely with the Trust account to monitor investment performance and to point the account toward the most appropriate Huntington investment strategies considering the nature of the account.
- Responsible for ongoing customer service and relationships with internal colleagues.
- Must keep current on related market trends.
- Performs other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
