Key Private Bank Senior Portfolio Strategist
KeyBank(1 month ago)
About this role
Portfolio Strategist at Key Private Bank advises high net worth clients on investment strategies and constructs customized portfolios aligned with client objectives. The role partners closely with relationship teams to integrate investment advice with broader financial planning and contributes to individual and team revenue growth.
Required Skills
- Portfolio Construction
- Investment Strategy
- Client Engagement
- Relationship Management
- Financial Markets
- Alternative Investments
- Presentation Skills
- Sales
- Compliance
- Portfolio Systems
Qualifications
- Undergraduate Degree in Business
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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