KPB Lead Institutional Advisor
KeyBank(1 month ago)
About this role
The Lead Institutional Advisor develops investment management and fiduciary relationships with various clients including non-profit, public, corporate and government sectors. This role involves collaboration with Key Private Bank Markets and Banking Partners to identify prospective clients and deliver tailored solutions, while managing an established book of clients to ensure exceptional service and client satisfaction.
Required Skills
- Client Relationships
- Sales Strategy
- Investment Management
- Business Development
- Market Analysis
Qualifications
- Bachelor's Degree in Business Related Field
- 5 Years Institutional Banking Experience
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!
View more jobs at KeyBank →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at KeyBank
Similar Jobs
Retirement Plan Advisor - Institutional Asset Management
Quantitative Marketing(1 month ago)
Senior Investment Advisor - Institutional Asset Management
Quantitative Marketing(25 days ago)
Investment Advisor
Barclays(1 month ago)
Fiduciary Advisor Sr. - PNC Private Bank
Quantitative Marketing(1 month ago)
Investment Advisor Senior - PNC Private Bank
Quantitative Marketing(1 month ago)
Financial Advisor - Centralized
MANUFACTURERS AND TRADERS TRUST COMPANY(1 month ago)