Key Private Bank Senior Relationship Manager
KeyBank(1 month ago)
About this role
The Senior Key Private Bank Relationship Manager serves as the primary advisor to high-net-worth clients, delivering personalized banking, borrowing, and investment solutions. The role develops financial strategies, coordinates an extended advisory team, and focuses on deepening existing relationships while sourcing new business opportunities.
Required Skills
- Client Advisory
- Relationship Management
- Sales
- Business Development
- Financial Planning
- Investments
- Trusts
- Credit
- Lending
- Communication
+4 more
Qualifications
- Bachelor's Degree
- Master's Degree
- Equivalent Experience
- Series 7
- Series 66
- Series 63
- Series 65
- CFP
- CIMA
- CPA
+3 more
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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