Key Private Bank Relationship Manager
KeyBank(1 month ago)
About this role
A Relationship Manager at Key Private Bank advises high-net-worth clients on personalized banking, lending, and investment solutions. The role focuses on being the primary client contact and coordinating with internal specialists to align financial strategies with clients' goals.
Required Skills
- Client Advisory
- Wealth Management
- Financial Analysis
- Relationship Building
- Sales Prospecting
- Communication Skills
- Lending Knowledge
- Investment Knowledge
- Trust Knowledge
- Risk Management
+2 more
Qualifications
- Bachelor's Degree
- FINRA Series 7
- FINRA Series 66 or 63 & 65
- Resident State Insurance Licenses (Life/Variable/Accident-Health or Life & Disability)
- Certified Financial Planner (CFP) (Preferred)
- Certified Investment Management Analyst (CIMA) (Preferred)
- Chartered Financial Analyst (CFA) (Preferred)
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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