Key Private Bank Associate Relationship Manager
KeyCorp
Denver, Boulder
Workplace: HybridFull timeUSD 80,000 - 150,000 annuallyFunction: Customer Success & Account ManagementExperience: 3+ yearsEducation: bachelorsSkills: ["Client relationship","Partnering","Communication","Sales/customer orientation","Knowledge of financial products"]Manage and grow relationships with high-net-worth clients by identifying opportunities to retain, expand, and acquire business. Gather client and financial data, collaborate with an extended advisory team, and develop client financial plans aligned to goals. Deliver consultative, in-person presentations, maintain knowledge of the KPB sales process and wealth management products, and track client review progress while meeting individual sales targets.
