Key Private Bank Senior Relationship Manager

KeyCorp
Ohio
Workplace: HybridFull timeUSD 116,000 - 216,000 annuallyFunction: Customer Success & Account ManagementExperience: 7+ yearsSkills: ["Client advisory","Communication","Proactive client approach","Trust building","Relationship management"]

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 advisory team, build and document client goals through reviews and CRM data, and deliver consultative client presentations. Grow and retain relationships to meet individual sales goals through proactive contact and disciplined prospecting, including community-based business development.

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FursaFursa
KeyCorp
KeyCorp
2 months ago

Key Private Bank Senior Relationship Manager

✓ Verified Job

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 2 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 advisory team, build and document client goals through reviews and CRM data, and deliver consultative client presentations. Grow and retain relationships to meet individual sales goals through proactive contact and disciplined prospecting, including community-based 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, recommending banking, borrowing, and investment solutions to help clients achieve financial goals.
  • •Develop a comprehensive understanding of client needs using relationship reviews, CRM data, and personal meetings, and capture client goals in a financial plan.
  • •Prepare and deliver client presentations with consultative reviews and proactive, regular contact.
  • •Meet or exceed individual sales goals by expanding relationships, closing referrals, and driving new business growth.
  • •Maintain disciplined prospecting and an active pipeline using internal and external referrals, and support community-based business development opportunities.
Travel: Low travel

Pay and Benefits

Salary: USD 116,000 - 216,000 annually

Key Requirements

  • •Minimum of 7 years of demonstrated sales and business development experience with proven results.
  • •Ability to recommend and advise on investments, trust, credit, and other wealth management solutions.
  • •Demonstrated expertise in financial products and banking regulations.
  • •Experience reviewing personal and business financial statements to develop financial plans.
  • •Proficiency with personal computer applications and strong verbal and written communication skills.
Experience:7+ yearsWealth managementHigh net worthFinancial services
Skills:Client advisoryCommunicationProactive client approachTrust buildingRelationship management
Licenses:FINRA License S7FINRA License S66FINRA License S63FINRA License S65
Certifications:Certified Financial Planner (CFP)Certified Investment Management Analyst (CIMA)Certified Public Accountant (CPA)Chartered Financial Analyst (CFA)Certified Wealth Strategist (CWS)
Tech Stack:CRMPersonal 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