Key Private Bank Relationship Manager

KeyCorp
Ohio
Workplace: HybridFull timeUSD 94,000 - 175,000 annuallyFunction: Customer Success & Account ManagementExperience: 5+ yearsEducation: bachelorsSkills: ["Communication","Collaboration","Critical thinking","Emotional intelligence","Persuasion"]

Serve as the primary advisor for high-net-worth clients, recommending banking, borrowing, and investment solutions aligned to their financial goals. Lead and coordinate an extended KPB advisory team, build and maintain client financial plans, and deliver consultative presentations. Drive growth by meeting sales goals, expanding client relationships, closing referrals, prospecting through internal and external sources, and supporting community business development.

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FursaFursa
KeyCorp
KeyCorp
2 months ago

Key Private Bank Relationship Manager

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 16 hours agoStatus: Live
Reposted: similar role first listed 5 months ago

Job Summary

Serve as the primary advisor for high-net-worth clients, recommending banking, borrowing, and investment solutions aligned to their financial goals. Lead and coordinate an extended KPB advisory team, build and maintain client financial plans, and deliver consultative presentations. Drive growth by meeting sales goals, expanding client relationships, closing referrals, prospecting through internal and external sources, and supporting community business development.
Location: Ohio
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Act as the primary client advisor by recommending banking, borrowing, and investment solutions and assembling the extended advisory team as needed.
  • •Review and analyze personal and business financial data to understand client needs and capture goals in a financial plan.
  • •Prepare and deliver client presentations with proactive, consultative contact.
  • •Meet or exceed individual sales goals by expanding relationships, closing referrals, and capturing new business growth.
  • •Maintain a disciplined prospecting approach, build a pipeline using referrals, and participate in community organizations for business development opportunities.
Travel: Low travel

Pay and Benefits

Salary: USD 94,000 - 175,000 annually

Key Requirements

  • •Bachelor's degree in a business-related field or equivalent work experience.
  • •5 years of demonstrated sales and business development experience with proven results.
  • •FINRA Series 7 and 66 (or 63 and 65) required.
  • •Resident state insurance licenses (life, variable, and accident/health or life/disability) required.
  • •CFP (preferred).
Experience:5+ years
Education:Bachelor's in business related field
Skills:CommunicationCollaborationCritical thinkingEmotional intelligencePersuasion
Licenses:Resident State Insurance Licenses (Life, Variable, and Accident/Health)Resident State Insurance Licenses (Life & Disability)
Certifications:CFPCIMACFAFINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65

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
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