UHNW Family Wealth Strategist | Hybrid, High-Impact Advisory
keybankWestlake, OH
UHNW Family Wealth Strategist | Hybrid, High-Impact Advisory
keybankWestlake, OH
today
Industries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesAbout the role
KeyBank, based in Cleveland, OH, seeks a Family Wealth Strategist to lead advisory for UHNW families with $25MM+ investable assets. You will prospect, deepen relationships, and manage the full spectrum of client needs including investment management, wealth planning, trust services, and banking solutions, delivering a white-glove client experience across generations.
The ideal candidate will be a trusted advisor with deep UHNW expertise, capable of orchestrating complex financial strategies and
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JOB OVERVIEW
Experience level
Senior
Location
Westlake, OH
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
today
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