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Key Private Bank - Senior Portfolio Strategist
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Full-time
- ESSENTIAL JOB FUNCTIONS: Manages investment accounts of a large and complex nature with discretionary latitude for advising, planning and executing investment strategies.
- Pursues and implements broad asset allocation strategies consistent with the Wealth Segment's investment strategy guidance.
- Has the knowledge and ability to manage investment portfolios within a fiduciary framework.
- Actively engages with the relationship management team in relationship reviews and offer ideas and strategies to actualize client aspirations and further position Key as the client's trust advisor.
- May advise a portfolio of Investment Management and Trust clients.
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