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Key Private Bank Relationship Manager at KeyBank - ApplyBlast

Key Private Bank Relationship Manager

KeyBank

1 day ago

3.6 on Glassdoor

Cincinnati, Ohio, United States

Hybrid

Full Time

Senior

0 applicants

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About this role

The Key Private Bank Relationship Manager serves as the primary advisor to high net worth clients, developing and implementing personalized financial strategies for banking, borrowing, and investment needs. This role involves collaborating with an extended advisory team to execute client plans, acquiring new business, and deepening existing relationships through consultative reviews and proactive contact. The position requires a strong focus on client-centric trust-building and achieving individual sales goals.

Responsibilities

Act as primary client advisor recommending banking borrowing and investment solutions
Develop comprehensive financial plans based on client personal and business financial data
Meet sales goals by expanding existing client relationships and capturing new business growth

Skills

Qualifications

FINRA License S7FINRA License S66FINRA License S63FINRA License S65Certified Financial Planner (CFP)

About KeyBank

key.com

Headquarters

Cleveland, Ohio, United States

Company Size

10001+ employees

Founded

1849

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