Key Private Bank Family Wealth Strategist
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Description
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, and banking solutions.
The ideal candidate will be a trusted advisor with deep expertise in the UHN…
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