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Key Private Bank Associate Relationship Manager at KeyBank - ApplyBlast

Key Private Bank Associate Relationship Manager

KeyBank

4 months ago

3.6 on Glassdoor

Palm Beach Gardens, FL

Hybrid

Full Time

Senior

0 applicants

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About this role

The Associate Relationship Manager at Key Private Bank manages relationships with high-net-worth clients, identifying growth opportunities and delivering personalized banking, borrowing, and investment solutions. This role involves coordinating with advisory teams, analyzing financial data to create comprehensive plans, and meeting individual sales goals through consultative reviews and referrals.

Responsibilities

Identify opportunities to retain, expand, and acquire client relationships
Develop comprehensive financial plans based on client data and goals
Meet or exceed individual sales goals by closing referrals and new business
Coordinate extended advisory teams to address complex client needs
Deliver in-person client presentations with appropriate financial solutions

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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