Private Bank Analyst - Portfolio Manager Job Grand Rapids Michigan USA,Finance & Banking

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
Ability to work collaboratively in a team environment
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.

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