4 asset management jobs found in Portland

Location: 200 Middle Street, Suite 301, Portland Maine Job Summary The Key Private Bank Market Leader (KPB ML) directly manages the Private Banking sales team and indirectly manages the support teams to drive business results. Managing the financial performance of the Private Banking sales teams, the KPB ML is accountable for the delivery of exceptional sales results, the execution of a disciplined sales culture, and the coaching and development of a high performing sales team. The KPB ML leads the Private Bank sales team to provide comprehensive, integrated investment, trust, banking, and planning solutions for generations of high-net-worth individuals and their families. Through a team-based approach, the sales team implements a disciplined planning approach which simplifies the complex needs of clients to help them grow, preserve, and transfer wealth. Private Bank clients consist of: (1) Ultra Wealth - Individuals with $10MM + in Investable Assets and/or $15MM in Net...

Location: 200 Middle Street, Suite 301, Portland Maine Job Summary ABOUT THE JOB (JOB BRIEF): Manages and constructs investment portfolios in accordance with client investment goals and objectives. Advises clients on appropriate strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with relationship team to provide effective strategies, solutions and optimal levels of service that exceeds client expectations. Position is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. 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. Responsibilities Reviews, monitors and modifies investment portfolio construction in accordance with client...

Location: 200 Middle Street, Suite 301, Portland Maine Job Summary ABOUT THE JOB (JOB BRIEF): Manages and constructs investment portfolios in accordance with client investment goals and objectives. Advises clients on appropriate strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with relationship team to provide effective strategies, solutions and optimal levels of service that exceeds client expectations. Position is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. 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. Responsibilities Reviews, monitors and modifies investment portfolio construction in accordance with client...

Location: 6620 SW Beaverton Hillsdale Highway - Portland, Oregon 97225 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their...