Key Private Bank Relationship Manager
$96,000–$181,000 year
On-site · Pepper Pike, Ohio, United States
Job Summary
Relationship Manager for Key Private Bank serving high net worth clients; acts as the primary client advisor coordinating with trust, investment and planning strategists to develop financial plans and present solutions; responsible for expanding existing relationships, acquiring new business, and meeting sales goals; leads an advisory team, leverages CRM data, conducts client reviews, delivers presentations, and actively participates in community sourcing opportunities; requires strong client advisory skills and in-depth knowledge of wealth-management products and regulatory considerations; in-office role with flexible arrangements in appropriate circumstances.
Required Qualifications
- Bachelor's Degree in business related field or equivalent work experience (required)
- Minimum of 5 years of demonstrated sales and business development experience with proven results (required)
- Licenses and Certifications FINRA Series 7 and 66 (or 63 & 65) (preferred)
- Certified Financial Planner (CFP) (preferred)
- Certified Investment Management Analyst (CIMA) (preferred)
- Certified Public Accountant (CPA) (preferred)
- Chartered Financial Analyst (CFA) (preferred)
- Licensed Attorney/JD (varies by state) (preferred)
Desired Qualifications
- FINRA Series 7 and 66 (or 63 & 65) (preferred)
- Certified Financial Planner (CFP) (preferred)
- Certified Investment Management Analyst (CIMA) (preferred)
- Certified Public Accountant (CPA) (preferred)
- Chartered Financial Analyst (CFA) (preferred)
- Certified Wealth Strategist (preferred)
- Licensed Attorney/JD (varies by state) (preferred)
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