Description Summary: The Private Bank Analyst - Portfolio Manager position is an entry role into Huntington and the Private Client Group and involves learning all aspects of successfully managing a portfolio of client household relationships and the associated delivery of high-quality services. Duties and Responsibilities:
Manages a portfolio of client household relationships and the associated delivery of high quality services with the intention of moving into the next level position within 24 months
Responsible for the sales goals of that Level I position
Trained in an investment and Portfolio Manager role, along with a broad knowledge of sales and service capabilities
Excellent networking and new client acquisition skills need to be developed in anticipation of moving into a sales role
Engages the appropriate practice specialty professionals to provide the fully integrated delivery of comprehensive Private Bank services
Responsible for supporting high client service levels, strong retention and suitable contribution to the achievement of overall household revenue growth through new client acquisition and cross-sell, as well as appropriate contribution to the attainment of profitability for the Region.
Basic Qualifications:
Bachelor's Degree
1 or more years experience in banking/finance
Preferred Qualifications:
Demonstrated success working with high net worth banking customers
Proven ability to build strong relationships with customers
Financial advisory/sales experience in banking, investment, or insurance products and services
Knowledge of Private Financial Group products
Professional demeanor
PC an internet proficiency
Ability to multi-task
#privatebankExempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) NoWorkplace Type:Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position