As a Wealth & Investment Portfolio Manager III at Huntington, your primary responsibilities include managing medium to large and complex portfolios, monitoring investment performance, and recommending strategies to clients. Additionally, you will provide ongoing customer service and collaborate on joint sales calls with business development teams. Staying informed about market trends is also essential to ensure timely and effective investment decisions.

To qualify for the Wealth & Investment Portfolio Manager III position at Huntington, candidates must hold a bachelor's degree and have a minimum of 5 years of experience in investments or analysis. Prior experience managing portfolios and a deep understanding of market trends will enhance your application in this competitive field.

Huntington embraces a flexible work culture, especially for positions like Wealth & Investment Portfolio Manager III. While this role is predominantly office-based at our Toledo location, Huntington allows for remote work opportunities, enabling employees to balance their professional and personal lives effectively. Specific work arrangements can be discussed with the hiring team to meet individual needs.

Yes, the Wealth & Investment Portfolio Manager III role at Huntington may include supervisory responsibilities. This could involve leading junior team members, providing guidance, and ensuring that all investment portfolio management aligns with the company’s objectives and client expectations.

Huntington is deeply committed to diversity and inclusion, ensuring equal opportunities for all candidates applying for the Wealth & Investment Portfolio Manager III position. This dedication is reflected in their Equal Opportunity Employer status, highlighting their goal to create a diverse workforce that represents the communities they serve.

When discussing your experience managing investment portfolios, highlight specific examples of the types of portfolios you've overseen, the strategies you've implemented, and any measurable outcomes. Showcase your ability to tailor investment strategies to meet client needs while maintaining performance.

To effectively answer this, share your methods for staying informed about market trends, such as reading financial news, attending seminars, and engaging with industry experts. Emphasize how this knowledge informs your investment decisions and enhances client satisfaction.

Explain your approach to client communications, focusing on how you simplify complex information, tailor messages to individual clients, and ensure regular follow-up. Highlight your commitment to building trust and maintaining transparency throughout the investment process.

Discuss your systematic approach to assessing underperforming investments. Include your methods for analyzing the root causes, potential adjustments in strategy, and communication with clients regarding necessary changes to enhance portfolio performance.

Outline your familiarity with compliance duties and regulations in investment management. Provide examples of how you've ensured adherence to regulations while managing client portfolios and the importance of compliance in building client trust.

Share a detailed example of a successful investment strategy you've executed. Highlight your analysis process, risk assessment, and how your strategy met the client's goals, focusing on the positive impact it had on their portfolio.

Explain your organizational skills and tools you use for effective time management. Discuss how you prioritize client needs, balance workload, and ensure each portfolio receives the necessary attention while meeting deadlines.

Describe how you would actively listen to the client's concerns, assess the portfolio's performance, and provide a transparent analysis of the situation. Discuss your strategies for re-engaging the client and presenting options to realign with their investment goals.

Discuss the importance of teamwork in your role, particularly how collaboration with business development staff and other team members can enhance client relationships and streamline investment strategies. Emphasize the need for communication and shared goals within the team.

When answering this question, focus on your motivations for choosing Huntington, such as their commitment to client success, community involvement, or innovative approaches to wealth and investment management. Align your personal values and career goals with Huntington's mission.