Key Private Bank Associate Relationship Manager
KeyBank(1 month ago)
About this role
An Associate Relationship Manager at Key Private Bank supports high-net-worth clients by delivering personalized banking, borrowing and investment solutions aligned to their financial goals. The role works within the private bank relationship team and partners with experienced Relationship Managers and internal advisors to drive client satisfaction and growth.
Required Skills
- Client Relationship
- Financial Analysis
- Sales
- Wealth Management
- Investment Products
- CRM
- Communication
- Risk Management
- Presentation
- Prospecting
Qualifications
- Bachelor's Degree in Business
- FINRA Series 7
- FINRA Series 66
- FINRA Series 63
- FINRA Series 65
About KeyBank
key.comEnjoy the benefits of being a KeyBank client. We offer checking & savings accounts, credit cards, insurance, and loans. Open your KeyBank account today!
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