Wealth and Investment Premier Portfolio Manager - Sr.
Huntington National Bank · Detroit, MI · 3 wk ago
FinanceFull-time
About the role
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.
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.
Qualifications
- Bachelor's Degree
- 5 years of related experience