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Private Bank Analyst Jobs (NOW HIRING)

Huntington

Private Bank Analyst

Toledo, OH · On-site +1

The Private Bank Analyst - Portfolio Manager position is an entry role into Huntington and the Private Client Group and involves learning all aspects of successfully managing a portfolio of client ...

Huntington

Private Bank Analyst

Toledo, OH · On-site

The Private Bank Analyst - Portfolio Manager position is an entry role into Huntington and the Private Client Group and involves learning all aspects of successfully managing a portfolio of client ...

Huntington

Private Bank Analyst

Toledo, OH · On-site +1

The Private Bank Analyst - Portfolio Manager position is an entry role into Huntington and the Private Client Group and involves learning all aspects of successfully managing a portfolio of client ...

Huntington

Private Bank Analyst

Toledo, OH · On-site +1

The Private Bank Analyst - Portfolio Manager position is an entry role into Huntington and the Private Client Group and involves learning all aspects of successfully managing a portfolio of client ...

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How much do private bank analyst jobs pay per hour?

As of Sep 10, 2026, the average hourly pay for private bank analyst in the United States is $30.38, according to ZipRecruiter salary data. Most workers in this role earn between $20.43 and $36.06 per hour, depending on experience, location, and employer.

What does a private bank analyst do?

A Private Bank Analyst supports senior bankers in managing the financial portfolios of high-net-worth clients. Their responsibilities include conducting financial analysis, preparing investment proposals, researching market trends, and helping to develop customized wealth management strategies. They also assist with client relationship management, ensuring that clients' financial needs and objectives are met. This role provides valuable exposure to various financial products and the intricacies of wealth management services.

What are the key skills and qualifications needed to thrive as a private bank analyst?

To thrive as a Private Bank Analyst, you need strong analytical skills, financial modeling expertise, and a degree in finance, economics, or a related field. Familiarity with financial analysis tools, Bloomberg Terminal, and advanced Excel, as well as relevant certifications like CFA Level I, are commonly expected. Excellent client communication, attention to detail, and discretion with sensitive information are standout soft skills in this role. These capabilities are essential for providing tailored financial advice, supporting client relationship managers, and ensuring accurate portfolio analysis for high-net-worth clients.

How do private bank analysts typically collaborate with senior bankers and clients in their daily responsibilities?

Private Bank Analysts work closely with senior bankers by preparing client presentations, conducting financial analysis, and supporting the development of tailored investment strategies. They often participate in client meetings, taking notes and following up on action items to ensure that client needs are addressed efficiently. Collaboration is key, as analysts frequently coordinate with internal teams such as investment specialists, compliance, and operations to deliver a seamless client experience. This exposure helps analysts build a solid understanding of client relationship management and the intricacies of wealth planning.
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Private Bank Analyst jobs near you
Infographic showing various Private Bank Analyst job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 72% Full Time, 20% Part Time, and 7% Contract. Highlights an 90% Physical, 2% Hybrid, and 8% Remote job distribution, with an average salary of $63,187 per year, or $30.4 per hour.

Private Bank Analyst

Toledo, OH • On-site

Huntington National Bank
Banking and Credit Intermediation • 10K+ employees
Learn more about Huntington National Bankexternal

Full-time

Posted 28 days ago

Huntington National Bank rating

8.1

Company rating: 8.1 out of 10

Based on 174 frontline employees who took The Breakroom Quiz

Job description

Description
Summary:
The Private Bank Analyst - Portfolio Manager position is an entry role into Huntington and the Private Client Group and involves learning all aspects of successfully managing a portfolio of client household relationships and the associated delivery of high-quality services.
Duties and Responsibilities:
  • Works closely with the Portfolio Manager on client relationships
  • Will be trained in investments and the Portfolio Manager role and will gain broad knowledge of sales and service capabilities
  • Will develop excellent and client service skills
  • Will work collaboratively with all practice specialty professionals to provide the fully integrated delivery of comprehensive Private Bank services
  • Will learn compliance requirements
  • Will become proficient in Microsoft, Morningstar, Fact Set, Invest Edge and CRM software products
  • Perform other duties as assigned.

Basic Qualifications:
  • Bachelor's Degree
  • 1 year (or more) experience in banking/finance

Preferred Qualifications:
  • Demonstrated success working with high net worth banking customers
  • Proven ability to build strong relationships with customers
  • Financial advisory/sales experience in banking, investment, or insurance products and services
  • Professional demeanor
  • Strong communication skills
  • Ability to work collaboratively in a team environment

Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

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