Private Bank Analyst

About the role

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.

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
• Ability to work collaboratively in a team environment

Workplace Type

Office