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Wealth and Investment Portfolio Manager III

Remote: 
Full Remote
Contract: 
Experience: 
Senior (5-10 years)
Work from: 
North Carolina (USA), United States

Offer summary

Qualifications:

Bachelor's Degree, 5+ years of Investments/Analyst experience.

Key responsabilities:

  • Manage complex investment portfolios
  • Monitor performance and recommend strategies
  • Provide ongoing customer service
  • Collaborate with business development staff
  • Stay updated on market trends
Huntington National Bank logo
Huntington National Bank Banking Large http://www.huntington.com/
10001 Employees
HQ: Columbus
See more Huntington National Bank offers

Job description

Description

Summary:

Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager III"s.

Duties & Responsibilities

  • Manages medium/large and complex portfolios based on client and corporate investment objectives.
  • Works closely with the customer to monitor investment performance and recommend a strategy.
  • Responsible for ongoing customer service and joint sales calls with business development staff.
  • Must keep current on related market trends.
  • May have supervisory responsibility.
  • Performs other duties as assigned.


Basic Qualifications

  • Bachelors Degree
  • 5 or more years of Investments/Analyst experience


Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

Yes

Workplace Type

Office

Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.

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

Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position

Required profile

Experience

Level of experience: Senior (5-10 years)
Industry :
Financial Services
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Supervision
  • Customer Service
  • Analytical Thinking
  • Verbal Communication Skills

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