2 investment consultant ii jobs found

Location: 4900 Tiedeman Road, Brooklyn Ohio ABOUT THE JOB (JOB BRIEF):  Fulfills fiduciary responsibilities of KeyBank as a corporate fiduciary post-death of clients by providing expert trust and estate settlement administration and counsel to High Net Worth clients and their beneficiaries. Actively manages trust and estate settlement administrations, in accordance with established policies and procedures, to a high professional standard. Retains and deepens profitable client relationships within assigned revenue base. Actively produces new revenue both as a team member and individually to meet production goals. ESSENTIAL JOB FUNCTIONS:  Fiduciary Expertise: - Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues. - Designs and delivers sophisticated fiduciary solutions, using relationship team model, to high net worth clients with complex financial needs. - Fulfills Key's fiduciary responsibilities, ensuring retention of business and...

Location: 4900 Tiedeman Road, Brooklyn Ohio ABOUT THE JOB (JOB BRIEF):  Fulfills fiduciary responsibilities of KeyBank as a corporate fiduciary post-death of clients by providing expert trust and estate settlement administration and counsel to High Net Worth clients and their beneficiaries. Actively manages trust and estate settlement administrations, in accordance with established policies and procedures, to a high professional standard. Retains and deepens profitable client relationships within assigned revenue base. Actively produces new revenue both as a team member and individually to meet production goals. ESSENTIAL JOB FUNCTIONS:  Fiduciary Expertise: - Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues. - Designs and delivers sophisticated fiduciary solutions, using relationship team model, to high net worth clients with complex financial needs. - Fulfills Key's fiduciary responsibilities, ensuring retention of business and...