Key Private Bank Family Wealth Strategist
KeyBank
Newburgh Heights, Cuyahoga CountyPosted 17 days agoDiscoveredMatch locked
Full-timeAccounting & Finance Jobs
About the role
Location: 127 Public Square, Cleveland Ohio Job Summary The Family Wealth Strategist serves as the lead advisor for Ultra High Net Worth (UHNW) families with $25MM in investible assets. This senior-level role is responsible for prospecting new clients, deepening existing relationships, and managing the full spectrum of client needs including investment management, wealth planning, trust services,
Not included in the source posting: about the role, what you'll do, qualifications, benefits.
Who can apply
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