Key Private Bank Sr Relationship Manager
KeyBank(1 month ago)
About this role
The Relationship Manager, Key Private Bank, serves as the primary advisor to high-net-worth clients, delivering personalized banking, borrowing, and investment solutions. The role involves developing and implementing strategies aligned to clients’ financial goals and coordinating the extended advisory team to execute those plans. The RM manages an existing book of clients while collaborating with partners to acquire new relationships and deepen client engagement.
Required Skills
- Relationship Management
- Financial Planning
- Investment Advisory
- Trust Advisory
- Credit Analysis
- Business Development
- Prospecting
- Client Presentations
- Financial Analysis
- Communication
+4 more
Qualifications
- Bachelor's Degree
- Master's Degree
- FINRA Series 7
- FINRA Series 66
- FINRA Series 63
- FINRA Series 65
- CFP
- CIMA
- CPA
- 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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