Private Bank Analyst

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.

• 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.

• Bachelor's Degree
• 1 year (or more) experience in banking/finance

• 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

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

No Workplace Type:
Office

Certain positions outside our branch network may be eligible for a flexible work arrangement. We've 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.

Tobacco-Free Hiring Practice:
Visit Huntington's Career Web Site for more details.

Welcome to Huntington! At Huntington, we look out for people. From reinventing banking with game-changing innovations to building an internal culture that creates lifelong bonds, together, we can make people’s lives better. And amazing things happen when we look out for each other. We prove it every day. Whether it's helping a colleague or collaborating on a new tool that will revolutionize the way they save money, our actions can have a huge impact.

Our colleagues look out for people with a Can-Do Attitude, Service Heart and Forward Thinking. Those are our values simple but powerful. Each of them pushes us do the right thing, to do right by people. Because people are what matter. If that sounds like you, we hope you'll apply to join our team. If you'd like to learn more about how Huntington looks out for people, visit  We endeavor to make this site accessible to any and all users.