Key Private Bank Relationship Manager
KeyBank(1 month ago)
About this role
The Relationship Manager for Key Private Bank serves as the primary advisor to high net worth clients, delivering personalized banking, borrowing and investment solutions. The role focuses on developing and implementing financial strategies, coordinating an extended advisory team, and growing and deepening client relationships through proactive outreach and community engagement.
Required Skills
- Relationship Management
- Client Advisory
- Wealth Management
- Financial Planning
- Business Development
- Prospecting
- Investment Knowledge
- Credit Analysis
- Trust Services
- Risk Management
+2 more
Qualifications
- Bachelor's Degree in Business (or equivalent experience)
- FINRA Series 7
- FINRA Series 66
- FINRA Series 63
- FINRA Series 65
- Certified Financial Planner (CFP)
- Certified Investment Management Analyst (CIMA)
- Certified Public Accountant (CPA)
- Chartered Financial Analyst (CFA)
- Certified Wealth Strategist
+1 more
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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