- Huntington National Bank (Fairlawn, OH)
- Description Summary: Wealth and Investment Portfolio Manager II's manage medium/large and complex portfolios based on client and corporate investment ... Duties and Responsibilities: + Works closely with the client to monitor investment performance and recommend a strategy. + Responsible for ongoing client service… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …Managers, Corporate Banker, Business Banking Relationship Managers, Private Bankers, Wealth Management Advisors, and Institutional Portfolio Managers in ... More information can be obtained upon request. Institutional Services Sr. Relationship Manager - Investment Management Total Base Pay Range 80,500.00 - 169,100.00… more
- Robert Half Finance & Accounting (Cincinnati, OH)
- …5 years of professional experience in investment management, either as a portfolio manager or equity/fixed income analyst (Source: SG25 US Finance and ... large advisory team in the Cincinnati market. As a Portfolio Manager , you will play an integral...of a strategic market outlook. Collaborating extensively with other portfolio management team members and the investment … more
- KeyBank (Columbus, OH)
- …of the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. This ... and implements broad asset allocation strategies consistent with the Wealth Segment's investment strategy guidance. + Reviews...enhance the Community Bank's image. + May advise a portfolio of Investment Management and Trust clients.… more
- US Bank (Worthington, OH)
- …One. **Job Description** Manages individual and/or trust account assets and investment relationships consistent with the established investment objectives and ... client. Strong focus on managing client account retention to meet Net Portfolio growth objectives of the company. Shared responsibility for soliciting, developing,… more
- Raymond James Financial, Inc. (Beachwood, OH)
- …for associates interested in beginning or expanding a career in the investment industry through the opportunity to explore different branch roles and activities. ... Wealth Management Associate participants partner with Financial Advisors in...practice client relationship foundations by evaluating client financial needs, investment opportunities, current holdings and available investment … more
- Bank of America (Cincinnati, OH)
- …with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates ... Business Banking Relationship Manager /Senior Relationship Manager - Cincinnati, OH...increase overall client satisfaction. **Responsibilities:** + Manages an extensive portfolio of complex clients and prospects with annual revenues… more
- Bank of America (Canton, OH)
- …with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align ... through reviews and presentations, including assessing financial goals and recommending investment advisory strategies + Communicates solutions to clients that are… more
- PNC (Strongsville, OH)
- …roadmaps that enable key outcomes for PNC's Asset Management Group (eg, wealth management, private bank, investment office, institutional asset management). You ... regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. Description: This senior-level position is responsible for Strategy,… more
- Bank of America (Miamisburg, OH)
- …by identifying broader product and service solutions that meet their investment , savings and liability management solutions. FSA's demonstrate knowledge of ... financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and… more
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