KPB WS Sr. Portfolio Manager

Keybank National Association•Portland, ME

63d•$79,000 - $146,000

About The Position

Provide centralized portfolio management and advice to provide effective strategies, solutions and optimal levels of service that exceed client expectations. This position collaborates and performs as part of the relationship management team to assure that the Wealth Segment goals are met by executing the client strategy.

Requirements

Undergraduate Degree
Minimum of 10 years of prior related experience
Strong Investment Acumen
Strong Interpersonal Skills
Strong Communication Skills
Strong Technology Skills
Results Focus

Nice To Haves

Advanced Degree

Responsibilities

Participates in relationship reviews as an Investment expert on high-net-worth teams.
Identifies and prioritizes Investment and other opportunities to deepen relationships
Understands and can discuss the KPB Value Proposition
Serves as a trusted advisor to clients and prospects relative to their concerns around cash flow, asset growth, liquidity, income, and risk. Advises clients and internal coverage team of any identified issues and coordinates resolution.
Manages a book of Investment accounts and offers advice to clients on matters such as asset allocation, manager selection, and knowledge of markets including real estate, commodities, and other alternative investments.
Anticipates and advises clients on their evolving financial goals and objectives.
Reviews, monitors and modifies investment portfolio construction in accordance with client objectives and investment policy, initiates portfolio construction changes consistent with investment strategy.
Maintains compliance with all internal policies and procedures, including but not limited to, Reg 9 reviews and other compliance reporting functions.
Maintain deep expertise in financial markets and other related areas while also participating on or contributing to various investment committees.
Has the knowledge and ability to manage investment portfolios within a fiduciary framework.
Focus on trading, rebalancing, portfolio construction, asset allocation, and portfolio execution
Monitor cash levels including portfolio additions/withdrawals, overdrafts,
Project management skills