Key Private Bank Senior Portfolio Strategist

Key Private Bank Senior Portfolio Strategist advises clients on investment strategies and constructs customized portfolios. Collaborates with relationship team to integrate investment advice with client planning and goals. Meets individual revenue growth goals by sourcing new opportunities and expanding existing client relationships.

Requirements

• Responsible for overall portfolio construction and investment strategy needs of clients
• Maintains deep expertise in financial markets and related areas
• Proactively engages with clients to ensure that investment advice is fully meeting their needs
• Actively engages with the relationship management team in relationship reviews and offers ideas and strategies to actualize client aspirations
• Provides timely feedback to the Relationship Manager and/or Client Experience Manager regarding important/critical events and/or discussions that occur with the client
• Confers with clients’ other internal and external advisors to provide advice relating to asset allocation and the execution of overall investment strategy
• Contributes to broadening and deepening client relationships to drive new revenue growth
• Participates in professional associations to demonstrate professional credibility and expand Center of Influence (COI) relationships
• Articulates the competitive advantages of the Key Private Bank platform and process as a Portfolio Strategist
• Effectively utilizes centralized resources in support of portfolio construction and client service activities
• Maintains compliance with all internal policies and procedures
• Performs other duties as assigned

Benefits

• Base salary range of $116,000.00 - $216,000.00 annually
• Eligibility for incentive compensation which may include production, commission, and/or discretionary incentives
• Health insurance
• Retirement plan
• Other benefits (list not provided)