Key Private Bank Senior Relationship Manager
KeyBank(1 month ago)
About this role
A Relationship Manager at Key Private Bank serves high-net-worth clients by providing personalized private banking and wealth management services. The role acts as the primary client advisor and works with the extended KPB team to support clients' financial objectives. This position is based in Naples, Florida and supports KeyBank's client-focused private banking offering.
Required Skills
- Relationship Management
- Investment Advice
- Trust Services
- Credit Analysis
- Financial Planning
- Business Development
- Client Advisory
- Prospecting
- Communication
- Risk Management
+2 more
Qualifications
- Bachelor's Degree
- Master's Degree
- FINRA Series 7
- FINRA Series 66
- Series 63
- Series 65
- Certified Financial Planner (CFP)
- Certified Investment Management Analyst (CIMA)
- Certified Public Accountant (CPA)
- Chartered Financial Analyst (CFA)
+2 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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