Position Overview
Description
Summary:The Wealth and Investment Portfolio Manager II manages small/medium and less complex portfolios associated with Trust accounts based on the needs of the client/beneficiary and the associated investment objective.
Duties and Responsibilities:
+ Works closely with the Trust account to monitor investment performance and to point the account toward the most appropriate Huntington investment strategies considering the nature of the account.
+ Responsible for ongoing customer service and relationships with internal colleagues.
+ Must keep current on related market trends.
+ Performs other duties as assigned.
Basic Qualifications:
+ Bachelor's Degree
+ 5 years of related experience
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
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