KeyBank

Key Private Bank Relationship Manager

KeyBank

2 months ago
Toledo, OH
Hybrid
Full Time
Senior
0 applicants
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KeyBank
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About this role

The Relationship Manager at Key Private Bank is dedicated to providing personalized banking, borrowing, and investment solutions tailored to high-net-worth clients. This role centers on developing strategies based on client financial goals and working closely with the extended relationship team to enhance client relationships and service offerings.

Skills

Qualifications

Bachelor's degree in business related field or equivalent work experienceFINRA Series 7 and 66 (or 63 & 65) (preferred)Certified Financial Planner (CFP) (preferred)Certified Investment Management Analyst (CIMA) (preferred)Certified Public Accountant (CPA) (preferred)
KeyBank

About KeyBank

key.com

Enjoy the benefits of being a KeyBank client. We offer checking & savings accounts, credit cards, insurance, and loans. Open your KeyBank account today!

About KeyBank

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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