Planning Strategist
Key Bank
KeyBank, based in Cleveland, OH, seeks a Family Wealth Strategist to lead advisory for UHNW families with $25MM+ investable assets. You will prospect, deepen relationships, and manage the full spectrum of client needs including investment management, wealth planning, trust services, and banking solutions, delivering a white-glove client experience across generations.
The ideal candidate will be a trusted advisor with deep UHNW expertise, capable of orchestrating complex financial strategies and
#
Vacancy posted more than 2 months ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Planning Strategist. Be the first to apply!
