Key Private Bank Portfolio Strategist

Advises clients on appropriate investment strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with relationship team to ensure that investment advice is integrated with all aspects of clients' planning and personal goals. This position collaborates and performs as part of the relationship management team to ensure that organizational goals are met by providing effective advice, strategies, solutions and optimal levels of service that exceed client expectations. Meets or exceeds individual revenue growth goals by sourcing new opportunities, expanding existing client relationships, and contributing significantly to attaining team growth goals.

Advisory

• Responsible for overall portfolio construction and investment strategy needs of clients.
• Reviews, monitors and modifies investment portfolio construction in accordance with client objectives and investment policy, and initiates portfolio construction changes consistent with investment strategy.
• Maintains deep expertise in financial markets and related areas, including alternative investments and third party solutions, while also participating on or contributing to various investment meetings and committees.
• Proactively engages with clients to ensure that our investment advice is fully meeting their needs by communicating changes in their portfolio, new ideas to supplement achievement of their goals, and important market events.
• Actively engages with the relationship management team in relationship reviews and offers ideas and strategies to actualize client aspirations and further position Key as the client's trusted advisor.
• Interfaces with other Key Private Bank advisors and team members as necessary to ensure investment advice is integrated with all other client plans (tax, estate planning, retirement, etc.).
• Provide timely feedback to the Relationship Manager and/or Client Experience Manager regarding important/critical events and/or discussions that occur with the client.
• Confers with clients' other internal and external advisors to provide advice relating to asset allocation and the execution of overall investment strategy.

Growth

• This position is responsible for either meeting or exceeding assigned individual growth goals which can include qualified lead development, expanding existing client relationship revenue, and contributing significantly to attaining team growth goals.
• Contributes to broadening and deepening client relationships to drive new revenue growth in support of individual book or market growth goals.
• In conjunction with other members of the relationship team, meets and communicates with clients, prospective clients, and centers of influence, fostering business relationships to develop new business referrals and to enhance the Community Bank's image.
• Participates in professional associations to demonstrate professional credibility and expand Center of Influence (COI) relationships.
• Is well versed in, and can articulate the competitive advantages of the Key Private Bank platform and process as a Portfolio Strategist.
• Shares intellectual capital with the Relationship Management Team as part of the pre-call and weekly sales meeting

Administration

• For select relationships, implements investment portfolio changes to execute strategy.
• Effectively utilizes centralized resources in support of portfolio construction and client service activities, ultimately transitioning portfolio rebalancing, trading, and administrative activities for all client portfolios to centralized teams.
• Maintains compliance with all internal policies and procedures, including but not limited to, Reg 9 reviews and other compliance reporting functions.

10+ Years Prior Related Experience

Undergraduate Degree

Advanced Degree Preferred

Professional Designation Preferred: CFA, CFP, CIMA, etc.

Strong Interpersonal Skills

Strong Communication Skills

Strong Presentation Skills

Client Focus

Team Sales Support

Team Sales Participation

Qualified Lead Development

COI Development

Experience Managing HNW Relationships

Experience Utilizing Open Architecture

Experience With Alternative Investments

Client Focus - Is dedicated to meeting the expectations and requirements of internal and external customers; gets first-hand customer information and uses it for improvements in products and services; acts with client in mind; establishes and maintains effective relationships with and gains their trust and respect.

Business Acumen - Know how businesses work; knowledgeable in current and possible future policies, practices, trends, and information affecting his/her business and organization; knows the competition; is aware of how strategies and tactics work in the marketplace.

Peer Relationships - Can quickly find common ground and solve problems for the good of all; can represent his/her own interests and yet be fair to other groups; can solve problems with peers with a minimum of noise; is seen as a team player and is cooperative; easily gains trust and support of peers; encourages collaboration; can be candid with peers.

Decision Quality - Makes good decisions based upon a mixture of analysis, wisdom, experience, and judgment; most of his/her solutions and suggestions turn out to be correct and accurate when judged over time; sought out by others for advice and solutions.

Perspective - Looks toward the broadest possible view of an issue/challenge; has broad-ranging personal and business interests and pursuits; can easily pose future scenarios; can think globally; can discuss multiple aspects and impacts of issues and project them into the future.

Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions: probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers.

Negotiating - Can negotiate skillfully in tough situations with both internal and external groups; can settle differences with minimum noise; can win concessions without damaging relationships; can be direct and forceful as well as diplomatic; gains trust quickly of other parties to the negotiations; has a good sense of timing.

Presentation Skills - Is effective in a variety of formal presentation settings; one-on-one, small and large groups, with peers, direct reports, and managers; is effective both inside and outside the organization; commands attention and can manage group process during the presentation; can change tactics midstream when something isn't working.

• Office equipment, MS Office Suite
• Trust accounting system and portfolio management system.

• On the job and as required to maintain licenses and certifications