Key Family Wealth Senior Portfolio Strategist
KeyBank(26 days ago)
About this role
A Portfolio Advisor within KeyCorp’s Wealth Segment works with high-net-worth clients to align investment strategies with their objectives and represents the Wealth platform across client relationships. The role supports the relationship management team, showcases the firm’s capabilities, and may include mentoring or managing less experienced advisors.
Required Skills
- Investment Management
- Portfolio Construction
- Asset Allocation
- Client Advisory
- Relationship Management
- Compliance
- Financial Analysis
- Sales
- Team Leadership
- Presentation
Qualifications
- Undergraduate Degree in a Business-Related Field
- Progress Toward Advanced Degree or Professional Certification
About KeyBank
key.comEnjoy the benefits of being a KeyBank client. We offer checking & savings accounts, credit cards, insurance, and loans. Open your KeyBank account today!
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