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Key Private Bank Associate Relationship Manager at KeyBank - ApplyBlast

Key Private Bank Associate Relationship Manager

KeyBank

5 months ago

3.6 on Glassdoor

Denver, CO

Hybrid

Full Time

Junior

0 applicants

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About this role

The Associate Relationship Manager at Key Private Bank manages and builds relationships with high-net-worth clients to deliver personalized banking, borrowing, and investment solutions. The role involves identifying growth opportunities, coordinating advisory teams, and delivering consultative financial presentations to meet individual sales goals. Associates partner with experienced Relationship Managers to align client advice with their financial objectives while adhering to strict compliance standards.

Responsibilities

Identify and pursue growth opportunities within existing high-net-worth client portfolios
Consult with advisory teams to recommend tailored banking and investment solutions
Develop comprehensive financial plans based on detailed client needs analysis
Meet and exceed individual sales goals through proactive client engagement
Deliver consultative presentations to present appropriate financial strategies to clients

Skills

Qualifications

Bachelor's Degree in BusinessFINRA License S7FINRA License S66FINRA License S63FINRA License S65

About KeyBank

key.com

Headquarters

Cleveland, Ohio, United States

Company Size

10001+ employees

Founded

1849

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