Key Private Bank Wealth Services - Portfolio Manager
Keybank · Brooklyn, OH · All 216 Keybank jobs
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Required skills
- Business Development
- Presentation Skills
- Compliance
About the job
Location: 4900 Tiedeman Road, Brooklyn Ohio ABOUT THE JOB (JOB BRIEF): Manages and constructs investment portfolios in accordance with client investment goals and objectives. Advises clients on appropriate strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with relationship team to provide effective strategies, solutions and optimal levels of service that exceeds client expectations.
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Source: Keybank's careers site
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