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Wealth & Investment Portfolio Mgr III
Wealth & Investment Portfolio Mgr IIIHuntington National Bank • Birmingham Private Banking
Wealth & Investment Portfolio Mgr III

Wealth & Investment Portfolio Mgr III

Huntington National Bank • Birmingham Private Banking
30+ days ago
Job type
  • Full-time
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
  • 10 or more years of Investments/Analyst experience
  • CFA, CFP preferred

#privatebank


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

Yes

Workplace Type:

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

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Wealth & Investment Portfolio Mgr III • Birmingham Private Banking

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