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Private Bank Analyst

Huntington Bank -
Toledo, OH

Apply Now

Job Details

Full-time
8 days ago

Qualifications

Bachelor's degree

Full Job Description

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:

Works closely with the Portfolio Manager on client relationships
Will be trained in investments and the Portfolio Manager role and will gain broad knowledge of sales and service capabilities
Will develop excellent and client service skills
Will work collaboratively with all practice specialty professionals to provide the fully integrated delivery of comprehensive Private Bank services
Will learn compliance requirements
Will become proficient in Microsoft, Morningstar, Fact Set, Invest Edge and CRM software products
Perform other duties as assigned.

Basic Qualifications:

Bachelor's Degree
1 year (or more) 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
Professional demeanor
Strong communication skills

Exempt Status: (Yes = not eligible for overtime pay) ( No = eligible for overtime pay)

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.

Huntington is an Equal Opportunity Employer.

Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Apply Now

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investment analyst jobs in toledo, oh

Private Bank Analyst

Sr Business Finance Analyst II

Commercial Analyst

KPB Trust Analyst

Credit Analyst I

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