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Senior Portfolio Manager in Cincinnati at Huntington

Date Posted: 5/30/2018

Job Snapshot

Job Description

  • Manage medium/large and complex portfolios based on client and corporate investment objectives.
  • Discuss, recommend, and establish an investment strategy to meet the client's objectives.
  • Monitor investment performance and communicate the performance with clients.
  • Meet and follow up with clients on an on-going basis to determine if current strategy is appropriate.
  • Understanding of trust and trust instruments.
  • Understanding of economic conditions and market environment.
  • Ability to communicate effectively with clients.
  • Ability to work in a team environment.
  • Internally network with other bank partners to identify business development opportunities.
  • Responsible for ongoing customer service and joint sales calls/business development.
  • Adhere to bank policies and procedures and comply with legal and regulatory requirements.
  • Follow, or in some cases establish, as required, effective controls and processes to ensure risks are measured, monitored and controlled and compliance requirements are adhered to on an on-going basis.
  • Keep abreast of risk-related changes that may impact assigned work functions and processes.

Basic Qualifications:

  • Bachelor's Degree
  • 5 years' experience of portfolio management experience in investments or trust

Preferred Qualifications:

  • CFA and/or CFP preferred
  • In-depth Personal Trust knowledge
  • General knowledge of Investments
  • Strong networking abilities
  • Relationship building experience with centers of influence
  • Microsoft Suites proficiency
  • Ability to multi-task
  • Excellent in customer service, highly motivated, focused, and goal oriented.
  • Must have excellent written and verbal (face-to-face and phone) communication skills including professional grammar and demeanor.
  • Strong organizational skills with attention to detail, planning and follow-up.
EEO/AA Employer/Minority/Female/Disability/Veteran/Sexual Orientation/Gender Identity Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Huntington does not accept solicitation from Third Party Recruiters for any position.