Wealth and Investment Portfolio Manager I

Description

Summary:

The Wealth and Investment Portfolio Manager I manages small to medium portfolios based on client and corporate investment objectives. 

Duties and Responsibilities:

  • Monitors investment performance and reports back to customer. 
  • Recommends, or helps to recommend, an investment strategy to customers. 
  • Responsible for ongoing customer service and business development. 
  • Generally works with less complex accounts.​
  • Performs other duties as assigned.

Basic Qualifications:

  • 1+ year of related experience
  • Bachelor's Degree

Preferred Qualifications:

  • Experience working with Wealth or Investment customers
  • Strong verbal and written communication skills
     


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

Yes

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds:  in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.

Huntington is an Equal Opportunity Employer.

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

Note to Agency Recruiters:  Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume.  All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.