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Key Private Bank Sr. Relationship Manager at KeyBank - ApplyBlast

Key Private Bank Sr. Relationship Manager

KeyBank

3 months ago

3.6 on Glassdoor

Denver, CO

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 providing expert financial advice, developing personalized investment and borrowing strategies, and coordinating with internal teams to execute client goals. The role involves managing existing relationships, acquiring new business, and delivering consultative presentations to meet sales targets. Success requires deep knowledge of wealth management products, banking regulations, and the ability to build trust through a proactive, client-centric approach.

Responsibilities

Act as primary client advisor for high net worth individuals
Develop and implement personalized financial strategies
Coordinate extended advisory teams including trust and investment strategists
Meet or exceed assigned individual sales and growth goals
Deliver consultative presentations on appropriate financial solutions

Skills

Qualifications

FINRA License S7FINRA License S66FINRA License S63FINRA License S65Certified Financial Planner (CFP)

About KeyBank

key.com

Headquarters

Cleveland, Ohio, United States

Company Size

10001+ employees

Founded

1849

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Enjoy the benefits of being a KeyBank client. We offer checking & savings accounts, credit cards, insurance, and loans. Open your KeyBank account today!