Wealth and Investment Portfolio Manager I jobs in United States
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Huntington National Bank · 3 days ago

Wealth and Investment Portfolio Manager I

Huntington National Bank is a financial institution seeking a Wealth and Investment Portfolio Manager I to manage small to medium portfolios based on client and corporate investment objectives. The role involves monitoring investment performance, recommending investment strategies, and providing ongoing customer service and business development.

Asset ManagementFinanceFinancial Services
badNo H1BnoteU.S. Citizen Onlynote

Responsibilities

Monitors investment performance and reports back to customer
Recommends, or helps to recommend, an investment strategy to customers
Responsible for ongoing customer service and business development
Generally works with less complex accounts.​
Performs other duties as assigned

Qualification

Wealth Management ExperienceInvestment Strategy DevelopmentVerbal CommunicationWritten Communication

Required

1+ year of related experience
Bachelor's Degree

Preferred

Experience working with Wealth or Investment customers
Strong verbal and written communication skills

Company

Huntington National Bank

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Huntington National Bank offers consumer, small business, and commercial banking, mortgages, wealth, and insurance services.

Funding

Current Stage
Public Company
Total Funding
$1.75B
2024-11-18Post Ipo Debt· $1.75B
1978-01-13IPO

Leadership Team

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Donnell White
Senior Vice President - Chief Inclusion Officer
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Dontae Noel
Emerging Payments & Platforms Strategy
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Company data provided by crunchbase