Key Private Bank Senior Relationship Manager - Licensed
KeyBank(1 month ago)
About this role
The Relationship Manager at Key Private Bank serves as the primary advisor to high net worth clients, developing and implementing personalized banking, borrowing, and investment strategies. The role coordinates an extended advisory team to deliver tailored financial solutions and focuses on deepening existing relationships and acquiring new clients.
Required Skills
- Relationship Management
- Financial Planning
- Wealth Management
- Investment Advisory
- Trust Services
- Credit
- Prospecting
- Business Development
- Client Presentations
- Communication
+3 more
Qualifications
- Bachelor's Degree in Business or related field
- Master's Degree in Business (Preferred)
- Certified Financial Planner (CFP) (Preferred)
- Certified Investment Management Analyst (CIMA) (Preferred)
- Chartered Financial Analyst (CFA) (Preferred)
- FINRA Series 7 (Required)
- FINRA Series 66 (or Series 63 & 65) (Required)
- Resident State Insurance Licenses (Life, Variable, Accident/Health or Life & Disability) (Required)
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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