Key Private Bank Senior Portfolio Strategist

KeyCorp
Ohio
Workplace: HybridFull timeUSD 116,000 - 216,000 annuallyFunction: Solutions Engineering & Sales EngineeringExperience: 15+ yearsEducation: bachelorsSkills: ["Relationship building","Empathy","Active listening","Collaboration","Communication"]

Advise clients on investment strategies and construct or customize portfolios aligned to client needs, objectives, and investment policies. Monitor and modify portfolio positioning as goals and markets change, while maintaining expertise in financial markets, including alternatives and third-party solutions. Partner closely with the relationship management team to exceed individual growth and revenue goals by sourcing opportunities, expanding client relationships, and strengthening centers of influence.

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KeyCorp
KeyCorp
2 months ago

Key Private Bank Senior Portfolio Strategist

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Last checked: 16 hours agoStatus: Live

Job Summary

Advise clients on investment strategies and construct or customize portfolios aligned to client needs, objectives, and investment policies. Monitor and modify portfolio positioning as goals and markets change, while maintaining expertise in financial markets, including alternatives and third-party solutions. Partner closely with the relationship management team to exceed individual growth and revenue goals by sourcing opportunities, expanding client relationships, and strengthening centers of influence.
Location: Ohio
Workplace: Hybrid
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Construct and manage client portfolios and investment strategies based on objectives and investment policy.
  • •Review, monitor, and modify portfolios as needs and investment strategy evolve, initiating portfolio changes consistent with client goals.
  • •Maintain expertise in financial markets, including alternative investments and third-party solutions, and participate in investment meetings and committees.
  • •Proactively engage clients by communicating portfolio changes, new ideas, and important market events to support goal achievement.
  • •Work with the relationship management team to drive revenue growth through new opportunities, expanded relationships, lead development, and center-of-influence referrals.

Pay and Benefits

Salary: USD 116,000 - 216,000 annually

Key Requirements

  • •Minimum of 15 years in the investment management field (preferred).
  • •Bachelor's degree in a business-related field (preferred), or equivalent experience (required).
  • •Professional designation (preferred).
  • •Demonstrated experience managing relationships with High Net Worth (HNW) clients and tailoring investment advice to their needs.
  • •Strong ability to build relationships and collaborate with clients and colleagues while effectively communicating complex financial concepts.
Experience:15+ yearsInvestment managementAlternative investmentsHigh net worth (HNW)
Education:Bachelor's
Skills:Relationship buildingEmpathyActive listeningCollaborationCommunication
Certifications:Professional Designation

Company Brief

KeyCorp
KeyCorp operates KeyBank, providing retail and commercial banking, lending, wealth management, and investment services to individuals, businesses, and institutions across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Cleveland, United States
Founded: 1849
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn