Key Private Bank Senior Portfolio Strategist

Key Private Bank

Toledo, Ohio, US
Base: $116,000.00 - $216,000.00 annually; bonus/eq...
Hybrid
15 years investment management experience
High net worth client relationship management
Open architecture investment approach
The role involves advising clients on appropriate investment strategies and constructing customized portfolios to meet specific needs and goals

Job Summary

  • The role involves advising clients on appropriate investment strategies and constructing customized portfolios to meet specific needs and goals.
  • Candidates must maintain deep expertise in financial markets while collaborating closely with the relationship team to integrate investment advice with broader client planning.
  • This position offers a base salary range of $116,000.00 to $216,000.00 annually with eligibility for incentive compensation including production and discretionary incentives.

Matching Summary

The role involves advising clients on appropriate investment strategies and constructing customized portfolios to meet specific needs and goals.

Salary

Base: $116,000.00 - $216,000.00 annually; Bonus/Equity: Eligible for production, commission, and discretionary incentives; Benefits: Comprehensive benefits package eligible

Skills & Requirements

Must-have

  • 15 years investment management experience
  • High Net Worth client relationship management
  • Open architecture investment approach

Nice-to-have

  • Professional designation preferred
  • Bachelor's degree in business field
  • Experience with alternative investments

Key Requirements

  • Minimum 15 years in investment management field
  • Bachelor's degree or equivalent experience
  • Compliance with Reg 9 reviews and internal policies

Work Rights

Not specified

Tailored Resume

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