Full time
KeyBank
Portland, ME, USA
Location: 200 Middle Street, Suite 301 - Portland, Maine 04101 JOB BRIEF (PURPOSE) Provide centralized portfolio management and advice to provide effective strategies, solutions and optimal levels of service that exceed client expectations. This position collaborates and performs as part of the relationship management team to assure that the Wealth Segment goals are met by executing the client strategy. ESSENTIAL JOB FUNCTIONS Client and Advisory Service Participates in relationship reviews as an Investment expert on high-net-worth teams. Identifies and prioritizes Investment and other opportunities to deepen relationships Understands and can discuss the KPB Value Proposition Serves as a trusted advisor to clients and prospects relative to their concerns around cash flow, asset growth, liquidity, income, and risk. Advises clients and internal coverage team of any identified issues and coordinates resolution. Manages a book of Investment accounts...