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Key Private Bank Senior Relationship Manager at KeyBank - ApplyBlast

Key Private Bank Senior Relationship Manager

KeyBank

5 months ago

3.6 on Glassdoor

Pittsburgh, PA

Hybrid

Full Time

Senior

0 applicants

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About this role

A Senior Key Private Bank Relationship Manager serves high-net-worth clients by developing personalized financial strategies for banking, borrowing, and investments. The role involves acting as a primary client advisor, leading expanded advisory teams, and meeting sales goals to deepen existing relationships and acquire new business. Collaboration with internal and external partners is essential to execute client needs and deliver tailored wealth management solutions.

Responsibilities

Develop personalized financial strategies for high-net-worth clients
Lead extended advisory teams including trust and investment specialists
Meet assigned sales goals by expanding client relationships
Prepare and deliver consultative client presentations
Prospect new business through internal and external referrals

Skills

Qualifications

Bachelor's Degree in BusinessMaster's Degree in BusinessFINRA License S7FINRA License S66CFA

About KeyBank

key.com

Headquarters

Cleveland, Ohio, United States

Company Size

10001+ employees

Founded

1849

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