Key Private Bank Relationship Manager

KeyCorp
Denver
Workplace: HybridFull timeUSD 96,000 - 181,000 annuallyFunction: Customer Success & Account ManagementExperience: 5+ yearsEducation: bachelorsSkills: ["Client-centric approach","Trust-building","Client advisory","Communication","Ethical conduct"]

Serve as the primary advisor for Key Private Bank’s high net worth clients, recommending banking, borrowing, and investment solutions aligned to their financial goals. Lead and coordinate an extended advisory team (trust, investments, planning) to execute strategies, capture client needs from reviews and meetings, and deliver tailored presentations. Expand existing relationships, meet sales goals, manage a prospecting pipeline, and identify new business through community involvement.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
KeyCorp
KeyCorp
4 days 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: 3 hours agoStatus: Live

Job Summary

Serve as the primary advisor for Key Private Bank’s high net worth clients, recommending banking, borrowing, and investment solutions aligned to their financial goals. Lead and coordinate an extended advisory team (trust, investments, planning) to execute strategies, capture client needs from reviews and meetings, and deliver tailored presentations. Expand existing relationships, meet sales goals, manage a prospecting pipeline, and identify new business through community involvement.
Location: Denver
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 to help clients reach their financial goals.
  • •Lead and coordinate the extended advisory team (including trust, investment, and planning strategists) based on relationship complexity.
  • •Develop comprehensive client understanding from financial data reviews and meetings; capture client goals in a financial plan.
  • •Prepare and deliver client presentations to communicate appropriate financial solutions through proactive, consultative contact.
  • •Meet or exceed assigned sales goals by expanding existing relationships, closing referrals, and growing new business through a disciplined prospecting pipeline.
Travel: Low travel

Pay and Benefits

Salary: USD 96,000 - 181,000 annually

Key Requirements

  • •Bachelor’s degree in a business-related field (preferred) or equivalent experience (required).
  • •5 years of demonstrated sales and business development experience with proven results (required).
  • •FINRA licensing: FINRA License S7 and FINRA License S66 (preferred) or FINRA License S63 and FINRA License S65 (preferred).
  • •Certified Financial Planner (CFP) (preferred) or other listed wealth certifications (preferred).
  • •Strong client advisory skills with the ability to consult, prioritize client needs, and build trust.
Experience:5+ yearsWealth managementBankingPrivate banking
Education:Bachelor's
Skills:Client-centric approachTrust-buildingClient advisoryCommunicationEthical conduct
Licenses:FINRA License S7FINRA License S66FINRA License S63FINRA License S65Licensed Attorney/JD
Certifications:Certified Financial Planner (CFP)Certified Investment Management Analyst (CIMA)Certified Public Accountant (CPA)Chartered Financial Analyst (CFA)Certified Wealth Strategist
Tech Stack:CRM systemPersonal 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
Glassdoor: 3.6
WebsiteLinkedIn