Senior Private Bank Portfolio Architect

KeyBank; Seattle (WA); Hybrid; USD 116,000 - 216,000; Full time

Job summary

KeyBank is seeking a Sr Portfolio Strategist in Seattle who will advise clients on investment strategies and customize portfolios to meet their unique needs. This role requires collaboration with the relationship management team to ensure comprehensive client service and exceeding revenue growth goals.

The ideal candidate will have significant experience in investment management and demonstrate strong relationship-building skills with High Net Worth clients. A Bachelor's degree in a business-related field is preferred.

Qualifications

• 15 years in the investment management field preferred.
• Proficiency in managing High Net Worth (HNW) client relationships.
• Professional designation preferred.

Responsibilities

• Advise clients on investment strategies and customize portfolios.
• Maintain collaboration with the relationship management team.
• Meet individual revenue growth goals by sourcing new opportunities.

Skills

Relationship building

Effective communication

Engaging presentations

Personalized service

Sales collaboration

Lead identification

Client management

Investment management

Education

Bachelor's degree in business related field

Equivalent experience

Job description

KeyBank is seeking a Sr Portfolio Strategist in Seattle who will advise clients on investment strategies and customize portfolios to meet their unique needs. This role requires collaboration with the relationship management team to ensure comprehensive client service and exceeding revenue growth goals.

The ideal candidate will have significant experience in investment management and demonstrate strong relationship-building skills with High Net Worth clients. A Bachelor's degree in a business-related field is preferred.