KeyBank

Key Private Bank Senior Relationship Manager - Licensed

KeyBank

2 months ago
Salt Lake City, UT
Hybrid
Full Time
Senior
0 applicants
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KeyBank
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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.

Skills

Qualifications

Bachelor's Degree in Business or related fieldMaster's Degree in Business (Preferred)Certified Financial Planner (CFP) (Preferred)Certified Investment Management Analyst (CIMA) (Preferred)Chartered Financial Analyst (CFA) (Preferred)
KeyBank

About KeyBank

key.com

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

About KeyBank

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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