Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Private Bank Analyst - Portfolio Manager

Huntington National Bank

Summary The Private Bank Analyst – Portfolio Manager is an entry‑level position that involves learning all aspects of successfully managing a portfolio of client household relationships and delivering high‑quality services. Duties and Responsibilities The Analyst will be trained in an investment and portfolio management role, along with a broad knowledge of sales and service capabilities. Excellent networking and new client acquisition skills need to be developed in anticipation of moving into a sales role. Engages the appropriate practice specialty professionals to provide the fully integrated delivery of comprehensive Private Bank services. Responsible for supporting high client service levels, strong retention, and suitable contribution to the achievement of overall household revenue growth through new client acquisition and cross‑sell, as well as appropriate contribution to the attainment of profitability for the Region. Performs other duties as assigned. Basic Qualifications Bachelor's Degree 1 or more years of experience in banking or finance Preferred Qualifications Investment knowledge Strong client service and communication skills Exempt Status YES (not eligible for overtime pay) Workplace Type Office – Certain positions outside the branch network may be eligible for a flexible work arrangement, combining in‑office and work‑from‑home options. Huntington is an Equal Opportunity Employer. #J-18808-Ljbffr Huntington National Bank

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Private Bank Analyst - Portfolio Manager in Beachwood, OH vacancy
  •  ...Private Bank Analyst - Portfolio Manager Summary: The Private Bank Analyst - Portfolio Manager is an entry level position and involves learning all aspects of successfully managing a portfolio of client household relationships and the associated delivery of high quality... 
    Private
    Full time
    H1b
    Work at office
    Remote work
    Work from home
    Flexible hours

    Huntington

    Beachwood, OH
    11 hours ago
  • JPMorgan Chase & Co. is looking for Advisor Trainees in their Global Private Bank's Summer Analyst Program in Cleveland, OH. This nine-week program offers exposure to wealth management, including investments, lending, banking, and trust services. Candidates will collaborate... 
    Private
    Traineeship
    Summer work

    JPMorgan Chase & Co.

    Cleveland, OH
    1 day ago
  •  ...then we have the role for you. Joining our Summer Analyst Program means you will be joining a team...  ...contributions to our business with customized wealth management solutions. As an Advisor Trainee in Global Private Bank, you will gain exposure to every facet of wealth... 
    Private
    Full time
    Traineeship
    Summer work
    Visa sponsorship

    JPMorgan Chase & Co.

    Cleveland, OH
    3 days ago
  • We are seeking an experienced RTL Portfolio Manager to join our growing team. This role is critical to protecting capital and maximizing recovery...  .... Builders Capital Exchange is one of the fastest‑growing private money lending firms in the United States. Our mission is to... 
    Private
    Full time
    Temporary work
    Flexible hours

    Builders Capital

    Cleveland, OH
    3 days ago
  •  ...Description Job Description GENERAL JOB DESCRIPTION The Portfolio Manager implements MAI’s investment strategy for high-net-worth...  ..., researchreportsand other industry publications. Reviews private opportunities and conducts other ad-hoc research for clients... 
    Private
    Flexible hours

    MAI WEALTH MANAGEMENT, INC.

    Independence, OH
    26 days ago
  • $180k

     ...future of resilient communities? Verdantas is seeking a Senior Portfolio Manager to lead and grow environmental services across Ohio and the...  ...building and maintaining strong relationships across public and private sectors. · Drive business development efforts including... 
    Private
    Full time
    Temporary work
    For subcontractor
    Flexible hours

    Verdantas

    Northfield, OH
    11 hours ago
  • $85k

     ...value? As a Senior Associate, at a boutique management consulting firm, you’ll be instrumental...  ...initiatives for a diverse client portfolio. This role offers a unique opportunity to...  ...Willingness to travel if required Exposure to private equity diligence is a plus but not... 
    Private

    Staffing Solutions Enterprises

    Beachwood, OH
    1 day ago
  •  ...independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients. Our people are invaluable. Through a team-oriented environment, your knowledge, expertise... 
    Private
    Work at office
    3 days per week

    Glenmede Trust Company

    Beachwood, OH
    1 day ago
  • A financial services company in Beachwood, Ohio, is seeking a Private Bank Wealth Advisor IV to manage high-net-worth client relationships and deliver comprehensive Wealth Plans. The ideal candidate will have over 10 years of experience in wealth management or financial... 
    Private
    Remote job
    Flexible hours

    Huntington Bancshares, Inc.

    Beachwood, OH
    3 days ago
  •  ...Relationship Manager, Portfolio Management Empowering Financial Futures. For more than 65 years, Glenmede's independent ownership, innovation...  ...to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients... 
    Private
    Work at office
    3 days per week

    Glenmede Trust Company

    Beachwood, OH
    20 days ago
  • $71k - $125k

    KeyBank in Cleveland, Ohio is seeking a Commercial Analyst to support the sales and credit functions of the bank. You'll work collaboratively on credit commitments under $10 million, manage the lending process, create client pitch materials, and ensure documentation accuracy... 
    Flexible hours

    KeyBank

    Cleveland, OH
    3 days ago
  • $75k

    KeyBank is launching its Enterprise Analyst Program in July 2026, designed for future client-facing professionals in Commercial Banking. The intensive two-year program provides foundational...  ...develop skills in client relationship management and strategic thinking. The position... 
    Relocation package

    KeyBank

    Cleveland, OH
    3 days ago
  •  ...This position is 100% remote within the Bank's footprint. Employee will work full time...  ...The Fair & Responsible Banking Compliance Analyst uses a combination of compliance monitoring...  ...compliance deficiencies and concerns to management and staff; coordinate with and provide... 
    Full time
    Work at office
    Remote work

    WesBanco

    Independence, OH
    4 days ago
  • $60k - $80k

     ...tasks related to site layouts, grading, stormwater systems and utilities. Work closely with project managers, senior engineers, and other team members on both private‑sector and federal projects. Help manage project schedules, budgets, and contribute to proposal preparation... 
    Private
    Full time
    Work at office
    Flexible hours

    INTEGRITY FEDERAL SERVICES, INC.

    Beachwood, OH
    2 days ago
  • Townsend is searching for an Investment Analyst to join the Investment Management team in its Cleveland office, focusing on portfolio management, research, and providing client support...  ...or previous involvement in real estate, private equity or investment management preferred.... 
    Private

    The Townsend Group

    Cleveland, OH
    3 days ago
  • Description Summary The Private Bank Wealth Advisor IV is a primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan. Duties and Responsibilities Builds relationships... 
    Private
    Work at office
    Remote work
    Work from home
    Flexible hours

    Huntington Bancshares, Inc.

    Beachwood, OH
    3 days ago
  • $116k - $216k

     ...Sr. KPB Relationship Manager Location: 30100 Chagrin Blvd, Pepper Pike Ohio Job Summary: Key Private Bank (KPB) is dedicated to serving our clients' financial needs through...  ...) Certified Investment Management Analyst (CIMA) (preferred) Certified Public Accountant... 
    Private
    Work experience placement
    Work at office
    Local area
    Flexible hours
    Night shift

    KeyCorp

    Pepper Pike, OH
    3 days ago
  • Hankey Group is seeking an experienced Automotive Floorplan Portfolio Manager to build and manage a portfolio of automotive dealerships in Cleveland, OH. The successful candidate will develop sales strategies, oversee account servicing, and manage associated risks. Requirements... 
    Remote job

    Hankey Group

    Cleveland, OH
    3 days ago
  •  ...sits at the intersection of relationship management, financial analysis, and service...  ...of the following; Wealth management or private banking; Trust administration or fiduciary services...  ..., and core investment concepts (not portfolio construction). High proficiency with... 
    Private
    Work at office
    Flexible hours
    3 days per week

    Walnut Ridge

    Beachwood, OH
    2 days ago
  • A leading financial institution in Maple Heights is seeking a Private Client Advisor to focus on investment services for Mass Affluent clients. The role involves growing client relationships, conducting Financial Wellness conversations, and working collaboratively with... 

    KeyBank

    Maple Heights, OH
    2 days ago
  • Westlake Financial is seeking an experienced Automotive Floorplan Portfolio Manager to manage a portfolio of automotive dealerships. This role involves signing dealerships, driving sales, servicing accounts, and managing risks effectively. Strong financial acumen, interpersonal... 
    Remote job

    Westlake Financial

    Cleveland, OH
    4 days ago
  •  ...generosity within our community. Position Summary The Laurel Fund Manager leads Laurel’s annual giving program, engaging parents,...  ...ambassadors, and peer solicitors. Maintain and manage assigned donor portfolios, supporting cultivation, solicitation, and stewardship efforts... 

    Laurel School

    Beachwood, OH
    4 days ago
  •  ...Funds Administrator MAI sponsors several private funds, mostly private equity and real...  ...collecting data for regulatory filing, setup bank accounts and create internal...  ...Maternity Leave ~ Paid Parental Leave ~ Tuition Reimbursement MAI Capital Management, LLC
    Private

    MAI Capital Management, LLC

    Independence, OH
    2 days ago
  •  ...our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients. Our people are invaluable. Through a...  ...Fiduciary Practices Committee, Trust Counsel, Tax, Portfolio Management, beneficiaries, outside trustees,... 
    Private
    Full time
    Work at office
    3 days per week

    Glenmede Trust Company

    Beachwood, OH
    11 hours ago
  • A nonprofit organization based in Cleveland is looking for a Partnership Manager to manage a robust portfolio of borrowers and loans. Responsibilities include serving as the primary contact for borrowers after loan closure, analyzing financial risks, and verifying loan... 

    IFF (CDFI)

    Cleveland, OH
    3 days ago
  •  ...national Associate organization to ensure client satisfaction and drive sales execution. Successful candidates will have 10 years in Private Banking or related fields and be able to lead teams effectively. The position offers a hybrid work model with a competitive salary... 
    Private

    KeyCorp

    Cleveland, OH
    4 days ago
  • $110k - $130k

    Services Investment Banking (Experienced) Analyst Join to apply for the Services Investment Banking (Experienced...  ...the global middle market. We advise private and public corporations and debt and...  ...in transaction execution and client management Performs financial analysis and... 
    Private
    Full time
    Work visa

    Brown Gibbons Lang & Company (BGL)

    Cleveland, OH
    2 days ago
  • $116.67k - $155.56k

    Lincoln Electric in Cleveland, Ohio, seeks a Portfolio Manager for Heavy Industrial Equipment. This full-time role focuses on managing the global product portfolio, aligning with market needs, and ensuring growth. Candidates should have a relevant degree, 5-8 years of product... 
    Full time

    Lincoln Electric

    Cleveland, OH
    4 days ago
  • $50k - $60k

    A nonprofit organization is seeking a Housing Finance & Portfolio Manager to oversee the mortgage portfolio and ensure compliance with funding programs. The role requires strong analytical and organizational skills, with a Bachelor’s degree in finance or related field and... 

    Cleveland Neighborhood Progress

    Cleveland, OH
    2 days ago
  • $75k

    ## 2026 Commercial Bank Rotational Analyst Program - Business Development Track: Banker CohortApplylocations...  ...the growth, liquidity, and risk management needs of middle market and...  ...contributing to relationship strategy and portfolio management, and supporting overall needs... 
    Rotational program
    Full time
    Temporary work
    Internship
    H1b
    Work at office
    Local area
    Relocation
    Relocation package
    Flexible hours

    KeyCorp

    Cleveland, OH
    11 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Bank Analyst - Portfolio Manager. Be the first to apply!