Key Private Bank Relationship Manager

KeyBank • Cincinnati, OH

1d • $96,000 - $181,000 • Hybrid

About The Position

Key Private Bank serves clients’ financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Relationship Manager is the primary client advisor, developing and implementing strategies aligned with clients’ financial goals and coordinating the extended relationship team to advise on and execute solutions. The role serves high-net-worth clients in an existing book of business and collaborates with internal and external partners to acquire new clients and deepen existing KeyBank relationships.

The Relationship Manager analyzes personal and business financial information, captures client goals in financial plans, and delivers consultative presentations and regular proactive reviews. The role is accountable for individual sales goals, prospecting and pipeline development, community engagement, and maintaining knowledge of wealth management services, products, competitors, and competitive offerings. The position is hybrid and includes occasional travel, sometimes overnight.

Requirements

• At least 5 years of demonstrated sales and business development experience with proven results.
• A bachelor’s degree in a business-related field or equivalent experience.
• Ability to build trust through a client-centric approach.
• Strong or advanced knowledge of investments, trust, and credit, with the ability to consult and prioritize client needs.
• In-depth knowledge of financial products and banking regulations.
• Strong client advisory skills.
• Experience with and broad understanding of personal and commercial financial statements.
• Experience with and comprehensive understanding of consumer and commercial lending.
• Excellent verbal and written communication skills.
• Proficiency with personal computer applications.
• Valid driver’s license and ability to routinely and frequently operate a motor vehicle.

Nice To Haves

• FINRA Series 7 license.
• FINRA Series 66 license, or FINRA Series 63 and Series 65 licenses.
• Certified Financial Planner (CFP) certification.
• Certified Investment Management Analyst (CIMA) certification.
• Certified Public Accountant (CPA) license.
• Chartered Financial Analyst (CFA) designation.
• Certified Wealth Strategist designation.
• Licensed attorney/JD (varies by state).
• Bachelor’s degree in a business-related field.

Responsibilities

• Act as the primary client advisor, recommending banking, borrowing, and investment solutions aligned with clients’ financial goals.
• Lead and coordinate the extended advisory team, including trust, investment, and planning strategists, according to relationship complexity.
• Understand clients’ needs by reviewing and analyzing personal and business financial data, using relationship reviews, the CRM system, and personal meetings; capture client goals in a financial plan.
• Prepare and deliver client presentations individually and as part of a team, presenting appropriate financial solutions through consultative reviews and regular proactive contact.
• Meet or exceed individual sales goals by expanding existing client relationships, closing referrals, and capturing new business.
• Prospect consistently and maintain a pipeline using referrals from internal and external sources.
• Participate in community organizations to develop business opportunities and demonstrate Key’s commitment to the local community.
• Maintain in-depth knowledge of financial wealth management services and products, competitors, and competitive products.
• Perform other assigned duties and comply with KeyBank policies and procedures, including professional and ethical conduct, avoiding conflicts of interest, and acting in clients’ and Key’s best interests.

Benefits

• Eligibility for incentive compensation, which may include production, commission, and/or discretionary incentives.
• Eligible for company benefits; specific benefits are not listed in the posting.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level