Private Bank Analyst

Huntington Bancshares
Ohio
Workplace: OnsiteFull timeFunction: Communications, PR & CommunityExperience: 1+ yearsEducation: bachelorsSkills: ["Client service","Relationship building","Communication","Collaboration","Professional demeanor"]

Learn the Private Client Group portfolio management process as an entry-level analyst. Partner closely with a Portfolio Manager to support and manage client household relationships while building expertise in investments, sales, and service. Work with practice specialty professionals to deliver integrated Private Bank services, complete required compliance training, and become proficient in tools such as Microsoft, Morningstar, FactSet, Invest Edge, and CRM systems.

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Huntington Bancshares
Huntington Bancshares
3 days ago

Private Bank Analyst

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Last checked: 1 hour agoStatus: Live

Job Summary

Learn the Private Client Group portfolio management process as an entry-level analyst. Partner closely with a Portfolio Manager to support and manage client household relationships while building expertise in investments, sales, and service. Work with practice specialty professionals to deliver integrated Private Bank services, complete required compliance training, and become proficient in tools such as Microsoft, Morningstar, FactSet, Invest Edge, and CRM systems.
Location: Ohio
Workplace: Onsite
Employment Type: Full time
Job Function: Communications, PR & Community
Seniority: Entry level

Key Responsibilities

  • •Work closely with the Portfolio Manager on client relationships.
  • •Receive training in investments and the Portfolio Manager role to build portfolio management knowledge.
  • •Develop excellent client service skills and broaden understanding of sales and service capabilities.
  • •Collaborate with practice specialty professionals to deliver comprehensive Private Bank services.
  • •Learn compliance requirements and become proficient in Microsoft, Morningstar, FactSet, Invest Edge, and CRM software products.

Key Requirements

  • •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.
Experience:1+ years
Education:Bachelor's
Skills:Client serviceRelationship buildingCommunicationCollaborationProfessional demeanor
Tech Stack:MicrosoftMorningstarFact SetInvest EdgeCRM

Eligibility

Visa:F-1H-1BO-1TNE-3
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