Key Private Bank Family Wealth Strategist
KeyBank(1 month ago)
About this role
This role serves as a senior advisor for ultra-high net worth (UHNW) families, focusing on relationship management and revenue growth. The advisor is tasked with developing personalized sales strategies and strengthening client trust while working collaboratively with internal teams. Key responsibilities include overseeing client onboarding and driving the overall sales process with new prospects.
Required Skills
- Client Strategy
- Sales Process
- Relationship Management
- Financial Advisory
- Client Experience
Qualifications
- Graduate Degree in Business
- JD
- CPA
- CFA
- CFP
- Master’s Degree
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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