Private Bank Analyst I - Portfolio Manager Job at Huntington, Pittsburgh, PA

ZkJJWXA5UzNpZmR5YURaRjNqV2FLZmlP
  • Huntington
  • Pittsburgh, PA

Job Description

The Private Bank Analyst - Portfolio Manager position is an entry role into Huntington and the Private Client Group and involves learning all aspects of successfully managing a portfolio of client household relationships and the associated delivery of high-quality services. Duties and Responsibilities: Manages a portfolio of client household relationships and the associated delivery of high quality services with the intention of moving into the next level position within 24 months. Responsible for the sales goals of that Level I position. Trained in an investment and Portfolio Manager role, along with a broad knowledge of sales and service capabilities. Excellent networking and new client acquisition skills need to be developed in anticipation of moving into a sales role. Engages the appropriate practice specialty professionals to provide the fully integrated delivery of comprehensive Private Bank services. Responsible for supporting high client service levels, strong retention and suitable contribution to the achievement of overall household revenue growth through new client acquisition and cross-sell, as well as appropriate contribution to the attainment of profitability for the Region. Basic Qualifications: Bachelor's Degree, 1 or more years experience in banking/finance. Preferred Qualifications: 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, Knowledge of Private Financial Group products, Professional demeanor, PC an internet proficiency, Ability to multi-task. Exempt Status: No. Workplace Type: Office. Huntington will not sponsor applicants for this position for immigration benefits. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer.

By applying, you consent to your information being transmitted by Jooble to the Employer, as data controller, through the Employer’s data processor SonicJobs.
See Sonicjobs Privacy Policy at and Terms & Conditions at and SonicJobs Privacy Policy at and Terms of Use at

Job Tags

Full time, Bank staff,

Similar Jobs

Ox Industries

Paper Mill General Manager Job at Ox Industries

Salary Range : $125,000.00 To $130,000.00 Annually The General Manager is responsible for managing and directing site papermill operations...  ...program improvement.Manage the day-to-day operations of the mill from purchasing and scheduling paper machines to quality control... 

Kingspan Insulation

Testing Engineering M/F Job at Kingspan Insulation

 ...ensure they meet internal specifications, regulatory requirements, and industry standards. The ideal candidate will be experienced in testing methodologies, certification procedures, and compliance standards relevant to building materials. This role includes... 

Cleveland Clinic

Breast Radiation Oncologist Job at Cleveland Clinic

 ...The Department of Radiation Oncology at the Cleveland Clinic Cancer Institute is seeking a dynamic board certified / board eligible Radiation Oncologist with patient care, research, educational, and leadership focus on breast cancer. The candidate would work closely with... 

LHH

Legal Executive Recruiter (Hybrid) Remote work Job at LHH

 ...LHH Legal Search is growing, and we are looking to add Legal Executive Recruiters to join our team covering the DMV and Carolinas territories...  ...acumen and an entrepreneurial edgeJD requiredThis position is remote, but the successful candidate must sit in the greater DC-... 

Intuit

Senior Tax Filer - Work from Home - 2+ Yrs Paid Tax Experience Required​ Job at Intuit

OverviewIntuit is seeking Tax Experts for the upcoming tax season. If you have an active PTIN and unrestricted credential (CPA/EA/Practicing Attorney) we would love to connect with you!What You Get:Company Benefits: 401(k) savings plan with Intuit matching, paid sick leave...