Full-Time

Wealth and Investment Portfolio Manager III

Posted on 1/15/2025

Huntington Bancshares

Huntington Bancshares

Senior

Charlotte, NC, USA

Hybrid work arrangement with in-office and work from home options.

Category
Asset Management
Finance & Banking
Required Skills
Customer Service
Requirements
  • Bachelors Degree
  • 5 or more years of Investments/Analyst experience
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.
Huntington Bancshares

Huntington Bancshares

View

Company Stage

N/A

Total Funding

N/A

Headquarters

N/A

Founded

N/A