KeyCorp

2 weeks ago

Key Private Bank Relationship Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 19 hours agoStatus: Live

Job Summary

Serve as the primary advisor for high net worth clients in a Key Private Bank book, delivering personalized banking, borrowing, and investment solutions. Lead and coordinate an extended advisory team to build and implement financial plans from client data gathered via Relationship Reviews and CRM systems. Present solutions, expand relationships to meet sales goals, prospect through referrals, and support business development through local community involvement.

Location: Cincinnati

Workplace: Hybrid

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Recommend banking, borrowing, and investment solutions and lead/coordinate an extended advisory team based on relationship complexity.
•Review and analyze personal and business financial data to develop client goals into a financial plan.
•Prepare and deliver client presentations and provide proactive, regular consultative contact.
•Meet or exceed individual sales goals by expanding existing relationships and closing referrals or capturing new business.
•Maintain a disciplined prospecting approach using referrals and support community involvement to source business development opportunities.

Travel: Low travel

Pay and Benefits

Salary: USD 96,000 - 181,000 annually

Key Requirements

•Minimum of 5 years of demonstrated sales and business development experience with proven results.
•Bachelor’s degree in a business-related field (preferred).
•FINRA licensing in S7 and appropriate additional licenses (preferred options listed).
•Ability to consult and prioritize client needs with strong knowledge of investments, trust, and credit.
•Excellent verbal and written communication skills with strong client advisory capabilities.

Experience:5+ yearsWealth managementFinancial servicesBankingSales

Education:Bachelor's

Skills:Client-centric approachConsultative client advisoryCommunicationTrust buildingConflict avoidance

Licenses:FINRA S7FINRA S66FINRA S63FINRA S65

Certifications:Certified Financial Planner (CFP)Certified Investment Management Analyst (CIMA)Certified Public Accountant (CPA)Chartered Financial Analyst (CFA)Certified Wealth StrategistLicensed Attorney/JD

Tech Stack:CRM

Company Brief

KeyCorp

KeyCorp operates KeyBank, providing retail and commercial banking, lending, wealth management, and investment services to individuals, businesses, and institutions across the United States.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Cleveland, United States

Founded: 1849

Glassdoor: 3.6

Website LinkedIn

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KeyCorp

2 weeks ago

Key Private Bank Relationship Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 19 hours agoStatus: Live

Job Summary

Location: Cincinnati

Workplace: Hybrid

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Recommend banking, borrowing, and investment solutions and lead/coordinate an extended advisory team based on relationship complexity.
•Review and analyze personal and business financial data to develop client goals into a financial plan.
•Prepare and deliver client presentations and provide proactive, regular consultative contact.
•Meet or exceed individual sales goals by expanding existing relationships and closing referrals or capturing new business.
•Maintain a disciplined prospecting approach using referrals and support community involvement to source business development opportunities.

Travel: Low travel

Pay and Benefits

Salary: USD 96,000 - 181,000 annually

Key Requirements

•Minimum of 5 years of demonstrated sales and business development experience with proven results.
•Bachelor’s degree in a business-related field (preferred).
•FINRA licensing in S7 and appropriate additional licenses (preferred options listed).
•Ability to consult and prioritize client needs with strong knowledge of investments, trust, and credit.
•Excellent verbal and written communication skills with strong client advisory capabilities.

Experience:5+ yearsWealth managementFinancial servicesBankingSales

Education:Bachelor's

Skills:Client-centric approachConsultative client advisoryCommunicationTrust buildingConflict avoidance

Licenses:FINRA S7FINRA S66FINRA S63FINRA S65

Tech Stack:CRM

Company Brief

KeyCorp

KeyCorp operates KeyBank, providing retail and commercial banking, lending, wealth management, and investment services to individuals, businesses, and institutions across the United States.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Cleveland, United States

Founded: 1849

Glassdoor: 3.6

Website LinkedIn