KeyCorp

2 weeks ago

Key Private Bank Senior 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 by recommending banking, borrowing, and investment solutions aligned to their financial goals. Lead and coordinate an extended advisory team and maintain a comprehensive understanding of client needs through reviews and CRM data. Deliver client presentations, meet assigned sales goals through referrals and new business growth, and maintain a disciplined prospecting pipeline. Participate in community organizations to drive local business development.

Location: Seattle

Workplace: Hybrid

Employment Type: Full time

Job Function: Customer Success & Account Management

Key Responsibilities

•Act as the primary client advisor by recommending banking, borrowing, and investment solutions to help clients achieve their financial goals.
•Develop a comprehensive understanding of client needs using relationship reviews, CRM data, and client meetings, and capture goals in a financial plan.
•Prepare and deliver client presentations using consultative review and proactive, regular contact.
•Meet or exceed individual sales goals by expanding existing relationships, closing referrals, and capturing new business growth.
•Maintain a disciplined prospecting approach, leveraging internal and external referrals to manage a prospect pipeline.

Travel: Low travel

Pay and Benefits

Salary: USD 116,000 - 216,000 annually

Key Requirements

•Bachelor’s degree in a business-related field or equivalent work experience (required).
•7 years of demonstrated sales and business development experience with proven results (required).
•FINRA License S7 and associated FINRA licenses (S66 preferred or S63 and S65 preferred).
•Ability to advise with expert knowledge of investments, trust, and credit, plus financial wealth management products and services.
•Excellent verbal and written communication skills and demonstrated client advisory skills.

Experience:7+ yearsFinancial services

Education:

Skills:Client advisoryCommunicationProactive client-centric approachProspectingPipeline management

Licenses:FINRA License S7FINRA License S66FINRA License S63FINRA License S65

Certifications:CFPCIMACPACFACertified Wealth Strategist (CWS)

Tech Stack:CRMPersonal computer applications

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 Senior 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: Seattle

Workplace: Hybrid

Employment Type: Full time

Job Function: Customer Success & Account Management

Key Responsibilities

•Act as the primary client advisor by recommending banking, borrowing, and investment solutions to help clients achieve their financial goals.
•Develop a comprehensive understanding of client needs using relationship reviews, CRM data, and client meetings, and capture goals in a financial plan.
•Prepare and deliver client presentations using consultative review and proactive, regular contact.
•Meet or exceed individual sales goals by expanding existing relationships, closing referrals, and capturing new business growth.
•Maintain a disciplined prospecting approach, leveraging internal and external referrals to manage a prospect pipeline.

Travel: Low travel

Pay and Benefits

Salary: USD 116,000 - 216,000 annually

Key Requirements

•Bachelor’s degree in a business-related field or equivalent work experience (required).
•7 years of demonstrated sales and business development experience with proven results (required).
•FINRA License S7 and associated FINRA licenses (S66 preferred or S63 and S65 preferred).
•Ability to advise with expert knowledge of investments, trust, and credit, plus financial wealth management products and services.
•Excellent verbal and written communication skills and demonstrated client advisory skills.

Experience:7+ yearsFinancial services

Education:

Skills:Client advisoryCommunicationProactive client-centric approachProspectingPipeline management

Licenses:FINRA License S7FINRA License S66FINRA License S63FINRA License S65

Certifications:CFPCIMACPACFACertified Wealth Strategist (CWS)

Tech Stack:CRMPersonal computer applications

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