Key Private Bank Wealth Services - Portfolio Manager
Core
Manages and constructs investment portfolios for high-net-worth clients, advising on strategies and executing transactions within an open architecture platform.
Role type
Senior IC portfolio manager (wealth management)
Builds
Customized investment portfolios and client strategies
Domain
Wealth management / Private banking
Required skills
Portfolio construction, asset allocation, open architecture platform expertise, fiduciary framework management, high-net-worth client management, sales goal achievement, investment policy development, team mentorship
Preferred skills
Advanced degree or professional certification, experience in a large and complex investment account
Technologies
Trust accounting system, portfolio management system
Responsibilities
Evaluate client goals and construct investment portfolios; execute investment strategies and transactions; review portfolio performance; collaborate with relationship management team; mentor Portfolio Advisor Associates; meet sales goals for new and existing business; participate in investment committees.
Seniority
Senior, hands-on IC with mentorship responsibilities