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Wealth and Investment Portfolio Manager III
Huntington National Bank. Manage medium/large and complex portfolios based on client and corporate investment objectives .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing complex investment portfolios while providing exceptional customer service and strategic recommendations based on market trends. Proven ability to collaborate with business development teams and maintain strong client relationships.
Highest-signal resume keywords
Investment Portfolio ManagementClient Relationship ManagementMarket Trend AnalysisInvestment Strategy DevelopmentSupervisory Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment AnalysisPortfolio ManagementFinancial ReportingRisk AssessmentData Analysis
Soft Skills
Customer ServiceCommunicationCollaborationProblem-Solving
Industry Keywords
Investment ObjectivesMarket TrendsSales CallsBusiness DevelopmentFinancial Services
About the role
Key responsibilities & impact- Manage medium/large and complex portfolios based on client and corporate investment objectives
- Work closely with customers to monitor investment performance and recommend strategies
- Provide ongoing customer service and participate in joint sales calls with business development staff
- Stay current on related market trends
- May have supervisory responsibility
- Perform other duties as assigned
Requirements
What you’ll need- Bachelor’s degree
- 5 or more years of Investments/Analyst experience
- Must keep current on related market trends
Benefits
Comp & perks- Flexible work arrangement may be available for certain positions outside the branch network, combining in-office and work-from-home
- Opportunity for remote roles to come together in offices for moments that matter