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 4 days ago
Similar jobs that could be interesting for youBased on the Private Bank Analyst - Portfolio Manager in Beachwood, OH vacancy
  • Huntington National Bank is seeking a Private Bank Analyst - Portfolio Manager in Beachwood, Ohio. This entry-level position offers training in managing client portfolios, ensuring high-quality service delivery, and developing networking skills. The ideal candidate will... 
    Private

    Huntington National Bank

    Beachwood, OH
    3 days ago
  • 0101 The Huntington National Bank is looking for a Private Bank Analyst - Portfolio Manager. This entry-level position focuses on managing client household relationships and providing quality services. Key responsibilities include training in investment and portfolio management... 
    Private
    Work at office
    Work from home

    0101 The Huntington National Bank

    Beachwood, OH
    4 days ago
  • Job Summary The Private Bank Analyst - Portfolio Manager is an entry‑level position that involves learning all aspects of managing a portfolio of client household relationships and delivering high‑quality services. Responsibilities Receive training in investment and portfolio... 
    Private
    Full time
    Work at office
    Work from home
    Flexible hours

    0101 The Huntington National Bank

    Beachwood, OH
    5 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
    a month ago
  •  ...Description Job Description We are seeking an experienced RTL Portfolio Manager to join our growing team. This role is critical to...  .... Builders Capital Exchange is one of the fastest-growing private money lending firms in the United States. Our mission is to help... 
    Private
    Full time
    Temporary work
    Flexible hours

    Builders Capital Exchange

    Cleveland, OH
    9 days ago
  •  ...Rtl Portfolio Manager We are seeking an experienced RTL Portfolio Manager to join our growing team. This role is critical to protecting...  .... Builders Capital Exchange is one of the fastest-growing private money lending firms in the United States. Our mission is to help... 
    Private
    Temporary work

    Builders Capital

    Cleveland, OH
    2 days ago
  • $80k - $150k

     ...Investment Portfolio Manager Manages and constructs investment portfolios in accordance with client investment goals and objectives....  ..., and can articulate the competitive advantages of the Key Private Bank platform and process as a portfolio advisor. Responsible... 
    Private
    Work at office
    Flexible hours

    KeyCorp

    Cleveland, OH
    2 days ago
  •  ...right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success....  ...This position partners with and supports up to two Portfolio Managers in the day-to-day management of commercial loan portfolios, with... 
    Work experience placement
    Local area

    Peoples Bancorp (OH)

    Beachwood, OH
    6 days 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 work
    Flexible hours

    Huntington Bancshares, Inc.

    Beachwood, OH
    1 day ago
  • $220k - $250k

     ...while representing lenders, borrowers, private equity sponsors, debt funds, and financial...  ...of organizational documents, searches, management agreements, and disclosure schedules...  ...with private equity sponsors, debt funds, banks, and middle-market companies on sophisticated... 
    Private

    Direct Counsel

    Beachwood, OH
    15 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 with... 
    Private
    Work at office
    Remote work
    Work from home
    Flexible hours

    Huntington Bancshares, Inc.

    Beachwood, OH
    1 day ago
  •  ...Job Description GENERAL JOB DESCRIPTION MAI sponsors several private funds, mostly private equity and real estate funds. The...  ...working with legal, collecting data for regulatory filing, setup bank accounts and create internal infrastructure for the fund. Engage... 
    Private

    MAI WEALTH MANAGEMENT, INC.

    Independence, OH
    5 days ago
  • $50 - $60 per hour

     ...completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: This is a full-time or part-time REMOTE position You’ll be able to... 
    Hourly pay
    Contract work
    Work experience placement
    Remote work
    Flexible hours

    Data Annotation

    University Heights, OH
    a month ago
  • Corporate Ladder Search Partners, Inc. is recruiting a Fund Accountant in Cleveland, Ohio. This role supports accounting and reporting for private investment funds, ideal for individuals with 1-2 years of experience seeking to grow in a dynamic environment. The position offers... 
    Private

    Corporate Ladder Search Partners, Inc.

    Cleveland, OH
    1 day ago
  •  ...A Senior Portfolio Manager (SPM) with our company serves as a client account manager and is the primary point of contact for the client and other outside consultants concerning the project(s). As an SPM, you will be fully responsible for the overall development and execution... 
    Contract work
    Temporary work
    Work at office
    Flexible hours

    Amplify Recruiting

    Cleveland, OH
    4 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
    4 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
    4 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
    4 days ago
  • $75k

    KeyCorp is launching a Commercial Bank Rotational Analyst Program starting in July 2026. This two-year program aims to develop client-facing...  ...rotations. Responsibilities include supporting relationship management and contributing to credit structuring. The position... 
    Rotational program
    Relocation package

    KeyCorp

    Cleveland, OH
    4 days ago
  • $100k - $125k

     ...Corient Private Wealth LLC. is seeking a Senior Tax Associate in Shaker Heights, OH. This role involves providing tax services to high-net-worth clients and fiduciaries, preparing detailed work products, and contributing to client satisfaction. The ideal candidate has... 
    Private

    Corient Private Wealth LLC.

    Shaker Heights, OH
    5 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
    2 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
    3 days ago
  •  ...reporting activities across a diverse portfolio of private investment funds. This is an excellent...  ...Perform account reconciliations, including bank and cash reconciliations across...  ...daily cash activity and assist with cash management processes Support maintenance of... 
    Private
    Work experience placement
    Work from home
    Monday to Friday

    Corporate Ladder Search Partners, Inc.

    Cleveland, OH
    1 day ago
  •  ...strategic decision-making within a growing, private equity-backed organization where your...  ...Position Overview The Financial Analyst, eGaming plays a critical role in supporting...  ...Reporting Relationship Reports to: Manager, FP&A – eGaming Financial Planning &... 
    Private
    Work at office
    Remote work
    Worldwide
    Flexible hours
    1 day per week

    Arrow International Inc

    Cleveland, OH
    25 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
  • $35.5k - $63.05k

    PNC Bank NA is seeking candidates for a role that involves executing routine transactions and ensuring compliance with established policies. Ideal candidates will have accountability and customer solutions skills, even without requiring a formal degree. The position offers... 

    PNC Bank NA

    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
    5 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... 
    Full time

    Lincoln Electric

    Cleveland, OH
    5 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
    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
    4 days ago

Do you want to receive more vacancies?

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