KeyCorp
Finance
KPBWealthServicesSr.PortfolioManager
“KPB Wealth Services Sr. Portfolio Manager at KeyCorp. Skills: Portfolio management, Investment strategy, Client advisory. Manage investment accounts. Construct investment portfolios”
What You'll Achieve.
Exceeds client expectations; Assure Wealth Segment goals are met; Meet or exceed assigned individual sales goals
Industry & Context.
What They're Looking For.
Must Have
Undergraduate degree in a business-related field, 10 years of experience in the investment management field, Experience and proven success in an open architecture environment, Demonstrated track record of sales success, Experience managing a high net worth book of business, Ability to use office equipment, Ability to use Trust accounting system, Ability to use portfolio management system
Nice to Have
Progress towards advanced degree or professional certification
What You'll Do.
Manage investment accounts
Construct investment portfolios
Advise clients on strategies
Evaluate client goals
Structure investment portfolios
Initiate investment programs
Analyze investment performance
Contribute to investment committees
Develop investment policy
Offer ideas and strategies
Provide exemplary service
Introduce products and services
Meet individual sales goals
Communicate with clients
How You'll Work.
Team & Collaboration
Collaborate with relationship team; Collaborate with Wealth Segment advisors; Collaborate with sales team members; Collaborate with other members of the relationship team; Collaborate with clients other advisors
Communication Scope
Excellent communications skills (both written and verbal)
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