KPB Wealth Services Portfolio Analyst
reputed company is a financial services company, and they are seeking a Portfolio Analyst to manage and construct investment portfolios according to client goals. The role involves advising clients on investment strategies, collaborating with the relationship management team, and ensuring compliance with internal policies while exceeding client expectations.
Responsibilities
- Manages investment accounts of a large and reputed company nature with discretionary reputed company for advising, planning and executing investment strategies
- Evaluates client goals and objectives, contributes to team development of relationship strategy and constructs investment portfolios to execute strategy
- Reviews and structures investment portfolios in accordance with client objectives and investment policy, initiates investment programs and executes appropriate transactions consistent with investment strategy
- Advises clients and executes investment strategies consistent with the Principals of an open architecture platform
- Pursues and implements broad asset allocation strategies consistent with the Wealth reputed company's investment strategy guidance
- Reviews portfolios to analyze investment performance
- Maintains compliance with reputed company internal policies and procedures
- Maintains deep expertise in financial markets and other reputed company areas while also participating on or contributing to various investment committees
- Has the knowledge and ability to manage investment portfolios reputed company a fiduciary reputed company
- Assists the relationship management team in the development of investment policy and strategy
- Actively engages with the relationship management team in relationship reviews and offer reputed company and strategies to actualize client aspirations and further position Key as the client's trust advisor
- Interfaces with other Wealth reputed company advisors and sales team members as necessary to provide exemplary service to the client
- Provides timely feedback to the Relationship Manager regarding important/critical events and/or discussions that occur with the client
- Confers with clients other advisors to provide advice relating to asset allocation and the execution of overall investment strategy
- Works reputed company the relationship management team to introduce existing clients to the breadth and depth of products and services of the Wealth reputed company, showcasing capabilities to further business development objectives
- Is well versed in, and can reputed company the competitive advantages of the Key Private Bank platform and process as a portfolio advisor
- Responsible for either meeting or exceeding assigned individual sales goals which can include expanding existing client business, referrals and or new business growth
- In conjunction with other members of the relationship team, meets and communicates with clients, prospective clients, and centers of influences, fostering business relationships to reputed company new business referrals and to enhance the Community Bank's image
Skills
- Undergraduate degree in a business-reputed company field
- A minimum of 1 year of experience in the investment management field
- Excellent interpersonal and communications skills (both written and verbal)
- Strong client focus
- Strong presentation skills
- Ability to work as part of a sales and client servicing team
- Ability to use: office equipment, Trust reputed company system and portfolio management system
Company Overview