Senior UHNW Portfolio Architect

KeyBank; Cleveland (OH); Hybrid; USD 116,000 - 216,000; Full time

Benefits offered by this job

Hybrid work model

Incentive compensation

Job summary

KeyBank in Cleveland is seeking a senior Wealth Advisor to manage large discretionary portfolios for ultra-high-net-worth clients. You will design customized strategies, monitor performance, and ensure fiduciary compliance while aligning with client goals and risk tolerance.

You will collaborate with Relationship Managers and other Wealth Segment advisers to review client plans, communicate market insights, and expand the client base through strategic referrals and service excellence.

Qualifications

• Bachelor's degree or equivalent experience required.
• 10 years of experience in investment management required.
• Experience managing UHNW client relationships preferred.

Responsibilities

• Manage large, complex discretionary portfolios for ultra-high-net-worth clients.
• Evaluate goals and risk tolerance to tailor strategies and asset allocation.
• Collaborate with Relationship Managers to align client strategy.
• Ensure compliance with regulatory requirements and fiduciary standards.
• Engage in client reviews and expand relationships to drive growth.

Skills

Interpersonal skills

Written and verbal communication

Client focus

Presentation skills

Team collaboration

Open architecture experience

Sales achievement

UHNW portfolio management

Office equipment proficiency

Trust accounting system

Portfolio management system

Education

Bachelor's Degree in related field

Job description

KeyBank in Cleveland is seeking a senior Wealth Advisor to manage large discretionary portfolios for ultra-high-net-worth clients. You will design customized strategies, monitor performance, and ensure fiduciary compliance while aligning with client goals and risk tolerance.

You will collaborate with Relationship Managers and other Wealth Segment advisers to review client plans, communicate market insights, and expand the client base through strategic referrals and service excellence.