Private Bank Analyst - Portfolio Manager

Huntington Bancshares
Columbus
Workplace: OnsiteFull timeFunction: Capital Markets, Trading & QuantExperience: 1+ yearsEducation: bachelorsSkills: ["Networking","Client service","Communication","Retention","Cross-sell"]

Learn the full scope of managing a private bank portfolio of client households while delivering high-quality service. Develop networking and new-client acquisition capabilities, support high client service levels, and drive retention. Contribute to household revenue growth through new acquisition and cross-sell, while partnering with practice specialty professionals to provide integrated private bank services, with a path to the next level within 24 months.

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Huntington Bancshares
Huntington Bancshares
1 day ago

Private Bank Analyst - Portfolio Manager

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Last checked: 3 hours agoStatus: Live

Job Summary

Learn the full scope of managing a private bank portfolio of client households while delivering high-quality service. Develop networking and new-client acquisition capabilities, support high client service levels, and drive retention. Contribute to household revenue growth through new acquisition and cross-sell, while partnering with practice specialty professionals to provide integrated private bank services, with a path to the next level within 24 months.
Location: Columbus
Workplace: Onsite
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant
Seniority: Entry level

Key Responsibilities

  • •Be trained in an investment and Portfolio Manager role and broad sales and service capabilities
  • •Develop networking and new client acquisition skills in anticipation of moving into a sales role
  • •Engage practice specialty professionals to deliver integrated Private Bank services
  • •Support strong client service levels and retention while contributing to household revenue growth
  • •Contribute to regional profitability and perform other duties as assigned

Key Requirements

  • •Bachelor's Degree
  • •1+ years of experience in banking or finance
  • •Investment knowledge
  • •Strong client service skills
  • •Strong communication skills
Experience:1+ yearsBankingFinance
Education:Bachelor's
Skills:NetworkingClient serviceCommunicationRetentionCross-sell

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

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