1 huntington practice finance bdo jobs found in Beachwood

Description Summary: The Private Bank Analyst - Portfolio Mgr 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 services with the intention of moving into the next level position within 24 months and being responsible for the sales goals of that Level I position.  Duties and Responsibilities: The Analyst will be trained in an investment and Portfolio Manager 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...