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Senior Family Wealth Portfolio Architect
Job in
Saint Bernard, Hamilton County, Ohio, USA
Listed on 2026-03-04
Listing for:
Key Bank
Full Time
position Listed on 2026-03-04
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio Manager
Job Description & How to Apply Below
A financial services provider is seeking an experienced investment portfolio manager to oversee and construct investment portfolios based on client goals. This role involves advising clients and collaborating with relationship teams to provide exceptional service. Ideal candidates will have at least 10 years of investment management experience and strong interpersonal and presentation skills. This position also focuses on client relationships, compliance, and achieving sales targets.
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Position Requirements
10+ Years
work experience
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