UHNW Portfolio Architect - Hybrid

KeyBank; Cleveland (OH); Hybride; USD 116 000 - 216 000; Plein temps

Résumé du poste

KeyBank, a leader in private wealth, is seeking a Senior Portfolio Strategist to manage and construct bespoke investment portfolios for ultra-high-net-worth clients. You will advise clients, design and implement asset allocations, and collaborate with relationship teams to deliver exceptional service.

The role requires deep market knowledge, fiduciary discipline, and a proven sales track record. Hybrid work arrangement and competitive compensation are offered.

Qualifications

• Bachelor's degree in related field or equivalent experience is required.
• 10 years of experience in investment management is required.
• Strong communication and presentation skills are essential.
• Experience managing ultra-high-net-worth clients preferred.

Responsabilités

• Manage large, complex discretionary portfolios for ultra-high-net-worth clients.
• Evaluate client goals and risk tolerance; design customized portfolios.
• Implement asset allocation strategies using open architecture platforms.
• Monitor portfolio performance and adjust as needed based on market conditions.
• Collaborate with Relationship Managers to review client strategy and assets.

Connaissances

Interpersonal skills

Client focus

Presentation skills

Team collaboration

Open architecture experience

Sales track record

UHNW book management

Portfolio management systems

Formation

Bachelor's degree in related field

Equivalent experience

Outils

Trust accounting system

Office equipment usage

Portfolio management system

Description du poste

KeyBank, a leader in private wealth, is seeking a Senior Portfolio Strategist to manage and construct bespoke investment portfolios for ultra-high-net-worth clients. You will advise clients, design and implement asset allocations, and collaborate with relationship teams to deliver exceptional service.

The role requires deep market knowledge, fiduciary discipline, and a proven sales track record. Hybrid work arrangement and competitive compensation are offered.