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KPB Wealth Services Portfolio Manager

KeyBank NA
Brooklyn, OH
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78908512 272018310 Location: 4900 Tiedeman Road - Brooklyn, Ohio 44144-2302 ...
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JOB DESCRIPTION SUMMARY: 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. Position is expected to offer the complete breadth and depth of the Wealth Segment suite of...
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Location: Brooklyn
(Radius: Exact location only)
Industry: Finance and Insurance
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