Key Private Bank Relationship Manager
KeyBank(1 month ago)
About this role
The Relationship Manager at Key Private Bank serves as the primary client advisor for high net worth clients, developing and implementing strategies tailored to their financial goals. This role is essential in building long-lasting client relationships and coordinating with internal and external partners to enhance client satisfaction and business growth.
Required Skills
- Client Advisory
- Sales Strategy
- Financial Analysis
- Investment Solutions
- Relationship Management
Qualifications
- Bachelor's Degree in Business Related Field
- FINRA License S7
- FINRA License S66
- Certified Financial Planner (CFP)
- Certified Investment Management Analyst (CIMA)
- Certified Public Accountant (CPA)
- Chartered Financial Analyst (CFA)
- Certified Wealth Strategist
- Licensed Attorney/JD
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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