1 key private bank relationship manager jobs found in Cleveland

Location: 127 Public Square, Cleveland Ohio Job Summary 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. Responsibilities Responsible for overall portfolio construction and investment strategy needs of clients. Reviews, monitors and modifies investment portfolio construction in accordance with...