Key Private Bank Relationship Manager

KeyBank•Cincinnati, OH

1d•Hybrid

About The Position

Key Private Bank (KPB) serves clients’ financial needs through personalized banking, borrowing, and investment solutions. The Relationship Manager (RM) is the primary client advisor, developing and implementing strategies aligned with clients’ financial goals and coordinating the extended KPB relationship team to advise on and execute solutions. The RM 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 role includes analyzing personal and business financial information, documenting client goals in financial plans, and presenting appropriate solutions through consultative reviews and regular proactive contact. The Relationship Manager is also responsible for meeting individual sales goals, building a prospect pipeline, participating in community organizations, and maintaining knowledge of financial services, products, and competitors. The position is hybrid and includes occasional travel, sometimes overnight.

Requirements

Minimum of 5 years of demonstrated sales and business development experience with proven results.
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 in personal computer applications.
Ability to routinely and frequently operate a motor vehicle with a valid driver’s license.

Nice To Haves

FINRA Series 7 and Series 66 licenses, or FINRA Series 63 and Series 65 licenses.
Certified Financial Planner (CFP) certification.
Certified Investment Management Analyst (CIMA) certification.
Certified Public Accountant (CPA) certification.
Chartered Financial Analyst (CFA) designation.
Certified Wealth Strategist certification.
Licensed attorney/JD, depending on state.

Responsibilities

Act as the primary client advisor by recommending banking, borrowing, and investment solutions that support clients’ financial goals.
Lead, coordinate, and assemble the extended advisory team, including trust, investment, and planning strategists, based on relationship complexity.
Develop an understanding of client needs by reviewing and analyzing personal and business financial data from relationship reviews, the CRM system, and client meetings.
Capture clients’ 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 proactive, regular contact.
Meet or exceed assigned individual sales goals by expanding existing relationships, closing referrals, and capturing new business.
Prospect consistently and maintain a pipeline by leveraging internal and external referrals.
Participate in community organizations to source business development 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 duties as assigned and comply with KeyBank policies and procedures, including professional and ethical conduct and acting in clients’ and Key’s best interests.