Key Private Bank Senior Relationship Manager
About The Position
Key Private Bank (KPB) serves clients’ financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Senior Relationship Manager is the primary client advisor for high-net-worth clients, developing and implementing strategies based on their financial goals and coordinating with the extended KPB relationship team to deliver advice and solutions. The role serves an existing book of clients and works with internal and external partners to acquire new clients and deepen existing KeyBank relationships. The Relationship Manager assesses clients’ personal and business financial information, documents their goals in a financial plan, and recommends suitable banking, borrowing, and investment solutions. The role leads and coordinates advisory specialists according to the complexity of each relationship, prepares and delivers client presentations, and maintains proactive, regular client contact. It also requires achieving individual sales goals, developing a referral pipeline, participating in community organizations for business development, and maintaining knowledge of wealth management products, services, and competitors. The position is hybrid and includes occasional travel, sometimes overnight.
Requirements
- At least 7 years of demonstrated sales and business development experience with proven results.
- Equivalent experience is required; a bachelor’s degree in a business-related field or equivalent work experience is preferred.
- Ability to build trust through a proactive, client-centric approach.
- Expert functional knowledge of investments, trust, and credit, with the ability to advise.
- Expert 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 or commercial lending.
- Excellent verbal and written communication skills.
- Proficiency in personal computer applications to drive results.
- Ability to routinely and frequently operate a motor vehicle with a valid driver’s license.
- Compliance with Key’s Values and Code of Conduct.
Nice To Haves
- Master’s degree in a business-related field.
- FINRA Series 7 license.
- FINRA Series 66 license, or Series 63 and Series 65 licenses.
- Certified Financial Planner (CFP) designation.
- Certified Investment Management Analyst (CIMA) designation.
- Certified Public Accountant (CPA) designation.
- Chartered Financial Analyst (CFA) designation.
- Licensed attorney/JD, depending on state.
- Certified Wealth Strategist (CWS) designation.
Responsibilities
- Act as the primary client advisor, recommending banking, borrowing, and investment solutions to help clients achieve their 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 gathered through relationship reviews, the CRM system, and client meetings; capture goals in a financial plan.
- Prepare and deliver client presentations individually and with a team, presenting appropriate financial solutions through consultative reviews and proactive, regular contact.
- Meet or exceed individual sales goals by expanding existing relationships, closing referrals, and capturing new business.
- Prospect in a disciplined manner and maintain a pipeline using referrals from internal and external sources.
- Participate in community organizations to identify 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.
Benefits
- Eligible for incentive compensation, which may include production, commission, and/or discretionary incentives.
- Eligible for benefits; specific benefits are not listed in the posting.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
