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Relationship Manager at KeyBank - ApplyBlast

Relationship Manager

KeyBank

6 months ago

3.6 on Glassdoor

Westlake, Ohio, United States

Hybrid

Full Time

Manager

0 applicants

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About this role

The Relationship Manager at Key Private Bank serves high‑net‑worth clients by providing comprehensive banking, borrowing, and investment advice, developing financial plans, and coordinating a team of trust, investment, and planning specialists. The role focuses on growing existing relationships, acquiring new business, and delivering personalized financial solutions while upholding KeyBank’s policies and community involvement.

Responsibilities

Act as primary client advisor recommending banking, borrowing and investment solutions
Develop and deliver comprehensive financial plans and presentations
Drive sales growth by prospecting, expanding existing relationships and acquiring new clients

Skills

Qualifications

FINRA Series 7 and 66Certified Financial Planner (CFP)Certified Investment Management Analyst (CIMA)Certified Public Accountant (CPA)Chartered Financial Analyst (CFA)

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!