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KeyCorp

Lead UHNW Family Wealth Strategist & Advisor

cleveland, OH

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About this opportunity

KeyCorp lists this Lead UHNW Family Wealth Strategist & Advisor opportunity in cleveland, Ohio. Review the employer’s description below for duties, qualifications and application requirements.

Job description

KeyCorp is seeking a Family Wealth Strategist to lead UHNW client relationships and orchestrate sophisticated wealth strategies across generations. You will prospect, deepen relationships, and coordinate investment, planning, trust, and banking solutions with internal specialists.

The role requires a deep UHNW background, a track record in growth, and a commitment to delivering white-glove service in a hybrid work setting. A Bachelor's is expected; a Master's is preferred.

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Worksite address

cleveland, OH, 44101, US

Who can apply

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