Wealth and Investment Portfolio Manager III
Huntington National Bank
Wealth and Investment Portfolio Manager III Summary: Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager III. Duties & Responsibilities Manages medium/large and complex portfolios based on client and corporate investment objectives. Works closely with the customer to monitor investment performance and recommend a strategy. Responsible for ongoing customer service and joint sales calls with business development staff. Must keep current on related market trends. May have supervisory responsibility. Performs other duties as assigned. Basic Qualifications Bachelors Degree 5 or more years of Investments/Analyst experience Exempt Status: Yes (not eligible for overtime pay) Workplace Type: Office Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration. Referrals increase your chances of interviewing at Huntington National Bank by 2x. #J-18808-Ljbffr Huntington National Bank
- A leading financial institution is seeking a Wealth and Investment Portfolio Manager III in Cincinnati, OH. The role involves managing complex investment portfolios to meet client objectives, actively monitoring performance, and offering strategic recommendations. The ideal...SuggestedFull timeWork at officeFlexible hours
- A leading financial services company is seeking a qualified Wealth and Investment Portfolio Manager III. This role involves managing complex portfolios based on client and corporate objectives, ensuring excellent customer service, and monitoring investment performance....SuggestedWork at officeFlexible hours
- ...Overview The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering,... ...sales/relationship management experience in banking, investment management, or insurance products and services...SuggestedWork at officeRemote workWork from homeFlexible hours
- ...Private Bank Wealth Advisor III The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering... ...management experience in banking, investment management, or insurance products and services...SuggestedWork at officeRemote workWork from homeFlexible hours
- A prominent financial institution is seeking a Private Bank Wealth Advisor III to manage relationships with high-net-worth clients. The role involves developing and delivering tailored Wealth Plans while securing new business through community connections. Candidates should...SuggestedWork at officeRemote workFlexible hours
- A financial institution in Cincinnati is seeking a Private Bank Wealth Advisor III to manage high-net-worth client relationships and deliver Wealth Plans. The ideal candidate will have a Bachelor's degree and over 5 years of experience in wealth management or financial...Work at officeFlexible hours
$111.61k - $131.3k
...from Day One. Job Description Manages individual and/or trust account assets and investment relationships consistent with the... ...account retention to meet Net Portfolio growth objectives of the... ...client relationships for Private Wealth Management (PWM). Basic Qualifications...Temporary workWork experience placement- WesBanco Bank Inc. in Cincinnati, Ohio, is seeking a Portfolio Manager to oversee portfolio construction and management. The role involves keeping informed of economic trends and preparing presentations for clients. A Bachelor's degree in Business or Finance and significant...
- U.S. Bank in Cincinnati, Ohio is seeking an experienced investment professional to manage client accounts and enhance client relationships. Candidates should have a strong background in investment management and at least 10 years of relevant experience. The role involves...
- Atlantic Union Bank is seeking a Credit Portfolio Manager III in a hybrid role (KY/TN) to underwrite and manage complex Wholesale Banking loans and relationships. You will collaborate with Relationship Managers, CPMs, and the Team Leader to deliver credit solutions and...
- Fifth Third Bank, N.A. is seeking a Mortgage Cash Recon Researcher III in Cincinnati, Ohio. This role involves complex cash research and reconciliations for mortgage and consumer products while maintaining a strong customer service focus. The ideal candidate will possess...Work at office
- Atlantic Union Bank in Covington, Kentucky, is seeking a Credit Portfolio Manager III to lead the underwriting process for complex Wholesale Banking loans. This role involves in-depth financial analysis, management of portfolios, and strong collaboration with internal teams...
- ...Vice President, Senior Portfolio Manager - Private Asset-Backed Finance (ABF) The Vice President, Senior Portfolio Manager - Private Asset... ...developing, growing and managing a portfolio of Private ABF investments primarily for W&S insurance asset-liability management and...Work experience placementWork at office
- ...Portfolio Manager At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared...Contract workTemporary work
$112k - $208k
...contribute to the company’s success. As an Investment Advisor III within PNC's Private Bank organization... ...with their recruiter and hiring manager to understand workplace expectations and... ..., Investment Consulting, Portfolio Management, Products and Services, Value...Full timeTemporary workPart timeWork experience placementWork at office$75k - $125k
...opportunity to contribute to the company’s success. As a Wealth Advisor within PNC Wealth Management, you will be based in Cincinnati, OH. PNC Wealth... ...designed to help clients achieve their savings, investment, and retirement goals. As part of your support team,...Full timeTemporary workPart timeWork experience placementWork at office- U.S. Bank in Cincinnati, OH, is seeking a PWM Portfolio Manager. The role involves managing individual and trust account assets, focusing... ...Candidates should have a Bachelor's degree and at least 10 years of investment experience. A hybrid work schedule is offered along with...
- ...Financial Group is seeking a results‑oriented Private Wealth Advisor to join our team. In this position, you... ...to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Private Wealth Advisor at...
$82.1k - $172.5k
...that present complex structures around investment and owner‑occupied construction loans.... .... Primary responsibilities include the management and identification of construction risks... ...current and accurate information for all portfolio reporting prepared for Management....For contractorsBank staff$74k - $100k
...Job Overview The Wealth Advisor will serve as the primary point of contact with the... ...situation in order to structure a goals‑based investment management strategy and financial plan. Essential... ...client accounts. Coordinate unique portfolio requirements or client situations with...InternshipLocal area- ...Fifth Third Bank, N.A. is seeking a Wealth Management Advisor II in Cincinnati, Ohio, focusing on providing excellent service to Private Bank clients. The role involves developing client relationships while ensuring top-tier service standards are met. Ideal candidates...
- ...OH Summary In this role, you will participate in portfolio construction and ongoing portfolio management. You will also maintain a current body of knowledge... ...and for developing new business by promoting investment management services. Interpersonal Skills Strong...Full timeWork at office
- ...Wealth Advisor Cincinnati, OH Waverly Advisors' primary... ...aren't your typical wealth management firm. Our intense client focus... ...just managing our clients' investments, offering truly in-depth financial... ...general market outlook, portfolio construction and management,...Local area
- ...Private Wealth Advisor Cincinnati, OH Full-Time/Direct-Hire Job Duties In charge of total client care, presenting financial plans, managing relationships, and overseeing plan implementation Share responsibility for firm goals and new client acquisition...Full time
$143.91k - $169.3k
...client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds... ...seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week- ...Portfolio Manager The Portfolio Manager partners with Relationship Manager(s) to successfully manage a portfolio of Corporate Banking credit relationships. Grows revenue as directed by senior management by successfully closing new business relationships and retaining and...Temporary workWork experience placement
$75k - $125k
...Wealth Advisor At PNC, our people are our greatest differentiator and competitive advantage... .... As a Wealth Advisor within PNC Wealth Management, you will be based in Cincinnati, OH.... ...to help clients achieve their savings, investment, and retirement goals. As part of your...Full timeTemporary workPart timeWork experience placementWork at office- ...comprehensive financial planning and investment management services to individuals, families, and... ...will be expected to manage and grow a portfolio of high-net-worth clients, providing them... ...Lead client meetings throughout the wealth planning process to identify complex challenges...Local areaRemote workFlexible hours
$93k - $189k
Huntington Bank is seeking a Corporate Banking Director for Portfolio Management in Cincinnati, OH. This senior role involves managing a portfolio of commercial loans, underwriting quality, and collaborating with various internal partners. The ideal candidate will have...$96.5k - $207.5k
...Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. General Function The Commercial Senior Portfolio Manager is a key member of the "coverage team," managing transactions and the business portfolio. PMs are expected to be intimately...Work at office
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