Key Private Bank Associate Relationship Manager - Registered

KeyCorp
Oregon, Anchorage
Workplace: HybridFull timeUSD 80,000 - 150,000 annuallyFunction: Customer Success & Account ManagementExperience: 3+ yearsEducation: bachelorsSkills: ["Client relationship","Partnering","Written communication","Verbal communication","Collaboration","Risk management","Active listening","Emotional intelligence","Persuasive communication"]

Manage and grow relationships with high-net-worth clients by gathering financial information, recommending banking, borrowing, and investment solutions, and capturing expansion opportunities. Coordinate an advisory team to advocate for client needs, develop client financial plans, and use CRM and review tools to track strategy implementation. Meet individual sales goals through referrals, new business growth, and in-person client presentations, while advancing community engagement and staying current on wealth management and brokerage offerings.

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FursaFursa
KeyCorp
KeyCorp
1 week ago

Key Private Bank Associate Relationship Manager - Registered

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 18 hours agoStatus: Live

Job Summary

Manage and grow relationships with high-net-worth clients by gathering financial information, recommending banking, borrowing, and investment solutions, and capturing expansion opportunities. Coordinate an advisory team to advocate for client needs, develop client financial plans, and use CRM and review tools to track strategy implementation. Meet individual sales goals through referrals, new business growth, and in-person client presentations, while advancing community engagement and staying current on wealth management and brokerage offerings.
Location: Oregon, Anchorage
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Identify opportunities to retain, expand, and acquire client relationships aligned to individual sales goals.
  • •Gather client information and consult with teams to recommend banking, borrowing, and investment solutions.
  • •Engage and coordinate an extended advisory team based on client needs, acting as a client advocate/representative.
  • •Develop and maintain financial plans through client review processes, tracking tools, and CRM data.
  • •Prepare and deliver in-person client presentations and proactively pursue growth through referrals and new business.
Travel: Low travel

Pay and Benefits

Salary: USD 80,000 - 150,000 annually

Key Requirements

  • •Bachelor's degree in a business-related field or equivalent work experience (required).
  • •3 years of financial services related experience (required).
  • •FINRA License S7 (required).
  • •FINRA License S66 or S63 & S65 (required).
  • •Strong client relationship and communication skills to support sales goals.
Experience:3+ yearsFinancial servicesWealth managementBrokerage investment advisory
Education:Bachelor's
Skills:Client relationshipPartneringWritten communicationVerbal communicationCollaborationRisk managementActive listeningEmotional intelligencePersuasive communication
Licenses:FINRA License S7FINRA License S66FINRA License S63FINRA License 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
Glassdoor: 3.6
WebsiteLinkedIn