Hybrid Senior Portfolio Strategist High-Net-Worth Clients
Job in
Cleveland, Cuyahoga County, Ohio, 44101, USA
Listed on 2026-08-29
Listing for:
KeyBank
Full Time
position Listed on 2026-08-29
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Portfolio & Asset Management, Wealth Management
Job Description & How to Apply Below
Key Bank is seeking a seasoned Portfolio Strategist in Cleveland to advise clients on investment strategies and tailor portfolios to individual goals. You will collaborate closely with the relationship management team to integrate advice with planning and personal objectives, driving revenue growth through new opportunities and expanded client relationships.
The role requires deep market expertise, the ability to communicate complex ideas clearly, and active participation in client reviews, with
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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