Wealth and Investment Portfolio Manager III

Huntington Bancshares
United States
Workplace: HybridFull timeFunction: Capital Markets, Trading & QuantExperience: 5+ yearsEducation: bachelorsSkills: ["Customer service","Client management","Market awareness"]

Manage medium-to-large complex investment portfolios aligned to client and corporate objectives. Partner with customers to monitor investment performance, recommend strategies, and deliver ongoing service. Lead joint sales calls with business development staff while staying current on relevant market trends. The role may include supervisory responsibility for less experienced employees.

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Huntington Bancshares
Huntington Bancshares
2 months ago

Wealth and Investment Portfolio Manager III

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Manage medium-to-large complex investment portfolios aligned to client and corporate objectives. Partner with customers to monitor investment performance, recommend strategies, and deliver ongoing service. Lead joint sales calls with business development staff while staying current on relevant market trends. The role may include supervisory responsibility for less experienced employees.
Location: United States
Workplace: Hybrid
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant
Seniority: Mid level

Key Responsibilities

  • •Manage medium-to-large and complex portfolios based on client and corporate investment objectives.
  • •Work with customers to monitor investment performance and recommend a strategy.
  • •Provide ongoing customer service and participate in joint sales calls with business development staff.
  • •Stay current on related market trends to inform portfolio decisions.
  • •May provide supervisory responsibility for less experienced employees.

Key Requirements

  • •Bachelor’s degree.
  • •5 or more years of Investments/Analyst experience.
  • •Ability to manage medium-to-large and complex portfolios based on client and corporate investment objectives.
  • •Experience monitoring investment performance and recommending investment strategies.
  • •Experience delivering ongoing customer service, including joint sales calls with business development staff.
Experience:5+ years
Education:Bachelor's
Skills:Customer serviceClient managementMarket awareness

Company Brief

Huntington Bancshares
Regional bank holding company providing commercial and consumer banking, payments, wealth management, and lending services across the Midwestern and select other U.S. markets. It serves individuals, small businesses, and corporate clients through branches and digital channels.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Columbus, United States
Founded: 1866
WebsiteLinkedIn