Key Private Bank Senior Portfolio Strategist
KeyBank(1 month ago)
About this role
A Portfolio Advisor within KeyCorp's Wealth Segment who oversees the construction and customization of investment portfolios to align with client goals. The role works closely with relationship teams to represent the Key Private Bank platform to high-net-worth clients and may mentor or manage less experienced portfolio professionals. It supports business development and the firm's open-architecture investment strategy.
Required Skills
- Investment Management
- Portfolio Construction
- Asset Allocation
- Client Advisory
- Fiduciary Compliance
- Relationship Management
- Sales
- Presentation Skills
- Trust Accounting
- Portfolio Systems
Qualifications
- Undergraduate Degree in Business
- 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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