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Maintain deep expertise in fiduciary, investment, tax, and other related areas. Design and deliver sophisticated fiduciary solutions, using the relationship team model, to high net worth clients with complex financial needs. Administer complex fiduciary accounts and related agency accounts. Analyze and interpret legal instruments. Apply sound fiduciary judgment to trust matters. Ensure the retention of business and fulfillment of Key's fiduciary responsibilities. Identify and resolve client issues arising in the course of administration of an account. Proactively provide professional service to satisfy client needs. Retain and expand client relationships. Maintain compliance with all internal policies and procedures as well as with regulatory and legal requirements. Mitigate risk on individual book of business. Assume accountability for all delegated work on assigned accounts. Participate in relationship reviews as a fiduciary expert on high net worth teams. Responsible for wither meeting or exceeding assigned individual sales goals which can include expanding existing clients business, referrals and or new business growth. Identify and prioritize trust and other opportunities, deepening relationships and enhancing revenue. In coordination with team members, present idea and solutions to clients and prospects. Lead or participate in the closing of new business. Meet and engage with clients, prospective clients, attorney, accountant, consultants, and co-fiduciaries. Foster close business relationships to develop client loyalty and new business opportunities. Create and execute on opportunities to showcase as subject-matter expert presenter. Enhance Key's reputation with high net worth individuals and their influencers. Serve as on-site business lead for urgent matters in cases where functional management is remote. Support business objective through active advocacy and behavioral adoption.

KeyCorp is an Equal Opportunity Employer M/F/D/V

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