Key Private Bank Sr. Relationship Manager

KeyCorp
United States
Workplace: HybridFull timeUSD 116,000 - 216,000 annuallyFunction: Customer Success & Account ManagementExperience: 7+ yearsSkills: ["Client-centric","Trust building","Communication","Consultative advisory","Proactive prospecting"]

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 to deliver consultative reviews, develop financial plans, and maintain proactive client contact. Meet sales goals by expanding existing relationships, converting referrals, and growing a prospect pipeline. Participate in community organizations and maintain deep knowledge of wealth management offerings and competitors.

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FursaFursa
KeyCorp
KeyCorp
2 days ago

Key Private Bank Sr. Relationship Manager

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 17 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

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 to deliver consultative reviews, develop financial plans, and maintain proactive client contact. Meet sales goals by expanding existing relationships, converting referrals, and growing a prospect pipeline. Participate in community organizations and maintain deep knowledge of wealth management offerings and competitors.
Location: United States
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Serve as the primary client advisor by recommending banking, borrowing, and investment solutions to help clients achieve financial goals.
  • •Assemble and coordinate the extended advisory team (trust, investment, planning) based on relationship complexity.
  • •Develop a comprehensive understanding of client needs through financial data review, CRM system, and client meetings; capture goals in a financial plan.
  • •Prepare and deliver client presentations that present appropriate financial solutions through consultative review and proactive contact.
  • •Meet or exceed assigned sales goals by expanding existing relationships, closing referrals, and generating new business growth.
Travel: Low travel

Pay and Benefits

Salary: USD 116,000 - 216,000 annually

Key Requirements

  • •7+ years of demonstrated sales and business development experience with proven results.
  • •Bachelor's degree in a business-related field or equivalent work experience (Master's preferred).
  • •FINRA licensing including S7; S66 and/or S63/S65 (varies), as applicable.
  • •Preferred: Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Licensed Attorney/JD, and/or Certified Wealth Strategist (CWS).
  • •Strong client advisory skills with excellent verbal and written communication; ability to analyze personal and business financial statements.
Experience:7+ yearsWealth managementBankingSalesBusiness developmentHigh net worthFinancial services
Education:
Skills:Client-centricTrust buildingCommunicationConsultative advisoryProactive prospecting
Licenses:FINRA S7FINRA S66FINRA S63FINRA S65
Certifications:CFPCIMACPACFALicensed Attorney/JDCWS
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