Key Private Bank Associate Relationship Manager
KeyBank(1 month ago)
About this role
The Associate Relationship Manager for Key Private Bank supports high-net-worth clients by delivering personalized banking, borrowing, and investment solutions aligned to clients’ financial goals. The role builds and manages client relationships from an existing book and internal referrals while partnering with senior Relationship Managers to drive growth and retention. It contributes to client planning and coordinates an advisory team to implement strategies.
Required Skills
- Client Relationships
- Financial Advice
- Sales
- Wealth Management
- Investment Solutions
- CRM
- Presentations
- Communication
- Risk Management
- Collaboration
+2 more
Qualifications
- Bachelor's Degree in Business or related field
- Series 7 (FINRA)
- Series 66 (FINRA) preferred
- Series 63 (FINRA) preferred
- Series 65 (FINRA) preferred
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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