Key Private Bank Wealth Services - Portfolio Manager
About The Position
The Portfolio Manager manages and constructs investment portfolios in accordance with client investment goals and objectives. The role advises clients on appropriate strategies and customizes portfolios to their needs and preferences, collaborating closely with relationship teams to deliver effective solutions and service. The position offers the breadth and depth of the Wealth Segment suite of capabilities and may manage Portfolio Advisor Associates or mentor less experienced Portfolio Managers. The Portfolio Manager manages large and complex investment accounts with discretionary latitude for advising, planning, and executing investment strategies. The role evaluates client objectives, helps develop relationship strategies, structures portfolios in line with client objectives and investment policies, and executes transactions consistent with investment strategy. It applies open-architecture principles and broad asset-allocation strategies, reviews investment performance, maintains compliance with internal policies, and contributes expertise to investment committees and related areas. The position works within a fiduciary framework and supports the relationship team in developing investment policies and strategies. The role participates in client relationship reviews, identifies strategies to advance client aspirations, coordinates with other Wealth Segment advisors and sales team members, and provides timely updates to the Relationship Manager about important client events or discussions. It also helps clients and their other advisors with asset allocation and investment-strategy execution, introduces clients to Wealth Segment products and services, and supports business development. The Portfolio Manager is responsible for meeting or exceeding individual sales goals, which may include expanding existing client relationships, generating referrals, and growing new business. In coordination with the relationship team, the role meets and communicates with clients, prospective clients, and centers of influence to build business relationships and enhance the Community Bank's image. The role is based at 4900 Tiedeman Road, Brooklyn, Ohio. Key prioritizes in-office presence while offering flexible options where the work can be performed effectively in a mobile environment.
Requirements
- Undergraduate degree in a business-related field.
- At least 5 years of experience in the investment management field.
- Excellent written and verbal interpersonal and communication skills.
- Strong client focus.
- Strong presentation skills.
- Ability to work as part of a sales and client-servicing team.
- Experience and proven success in an open-architecture environment.
- Progress toward an advanced degree or professional certification.
- Demonstrated track record of sales success.
- Experience managing a high-net-worth book of business.
- Ability to use office equipment, a trust accounting system, and a portfolio management system.
Responsibilities
- Manage large and complex investment accounts with discretionary latitude for advising, planning, and executing investment strategies.
- Evaluate client goals and objectives, contribute to relationship strategy, and construct portfolios to execute that strategy.
- Review and structure portfolios in accordance with client objectives and investment policies; initiate investment programs and execute appropriate transactions.
- Advise clients and execute investment strategies consistent with the principles of an open-architecture platform.
- Pursue and implement broad asset-allocation strategies consistent with Wealth Segment investment guidance.
- Review portfolios and analyze investment performance.
- Maintain compliance with internal policies and procedures.
- Maintain expertise in financial markets and related areas, and participate in or contribute to investment committees.
- Manage investment portfolios within a fiduciary framework.
- Assist the relationship management team in developing investment policy and strategy.
- Participate in relationship reviews and offer ideas and strategies to advance client aspirations and position Key as the client's trust advisor.
- Coordinate with Wealth Segment advisors and sales team members to provide client service.
- Provide the Relationship Manager timely feedback about important or critical client events and discussions.
- Confer with clients' other advisors on asset allocation and execution of overall investment strategy.
- Introduce existing clients to Wealth Segment products and services to support business development.
- Articulate the competitive advantages of the Key Private Bank platform and process as a portfolio advisor.
- Meet or exceed individual sales goals, which may include expanding existing client business, referrals, and new-business growth.
- Meet and communicate with clients, prospective clients, and centers of influence to develop business referrals and enhance the Community Bank's image.
- May manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers.
Benefits
- Eligible for incentive compensation, which may include production, commission, and/or discretionary incentives.
- Flexible options for mobile work in circumstances where the role can be performed effectively.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
