Key Private Bank Senior Relationship Manager
KeyBank(1 month ago)
About this role
The Sr. KPB Relationship Manager at Key Private Bank serves as the primary advisor to high net worth clients, executing personalized banking, borrowing, and investment solutions to help achieve their financial goals. This role involves collaborating with internal and external partners, managing existing relationships, and developing new connections to drive business growth.
Required Skills
- Client Advisory
- Financial Planning
- Sales Strategy
- Business Development
- Investment Solutions
Qualifications
- Bachelor's Degree
- Master's Degree
- FINRA License S7
- FINRA License S66
- Certified Financial Planner (CFP)
- Certified Investment Management Analyst (CIMA)
- Certified Public Accountant (CPA)
- Chartered Financial Analyst (CFA)
- Licensed Attorney/JD
- Certified Wealth Strategist (CWS)
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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