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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

Idaho Falls, ID

Hybrid

Full Time

Junior

0 applicants

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About this role

The Associate Relationship Manager at Key Private Bank manages relationships with high-net-worth clients by identifying growth opportunities and delivering personalized banking, borrowing, and investment solutions. The role involves collaborating with experienced Relationship Managers, analyzing client financial data, and executing sales strategies to meet individual goals while advocating for client needs.

Responsibilities

Analyze client financial data to develop comprehensive investment strategies
Manage and expand relationships with high-net-worth individuals
Collaborate with experienced Relationship Managers to execute sales processes
Present tailored banking and investment solutions to diverse client needs
Monitor market trends and competitive products to refine advisory offerings

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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