Private Bank Analyst – Portfolio Manager

Summary

The Private Bank Analyst – Portfolio Manager is an entry‑level position that involves learning all aspects of successfully managing a portfolio of client household relationships and delivering high‑quality services.

• The Analyst will be trained in an investment and portfolio management 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.
• Performs other duties as assigned.

• Bachelor's Degree
• 1 or more years of experience in banking or finance

• Investment knowledge
• Strong client service and communication skills

YES (not eligible for overtime pay)

Office – Certain positions outside the branch network may be eligible for a flexible work arrangement, combining in‑office and work‑from‑home options.

Huntington is an Equal Opportunity Employer.