Key Private Bank Relationship Manager
KeyBank(1 month ago)
About this role
The Relationship Manager at Key Private Bank serves as the primary advisor for high-net-worth clients, delivering personalized banking, borrowing, and investment solutions aligned with clients’ financial goals. The role works with an extended advisory team and internal and external partners to support and grow client relationships while preserving KeyBank’s client-focused approach.
Required Skills
- Client Advisory
- Investment Knowledge
- Trust Knowledge
- Credit Knowledge
- Financial Analysis
- Lending
- Relationship Building
- Prospecting
- Communication
- PC Proficiency
Qualifications
- Bachelor's Degree
- 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)
+2 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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