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KeyBank3 months ago

Key Private Bank Relationship Manager

$96,000–$181,000 year

Hybrid · Columbus, Ohio, United States

Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Enterprise

Job Summary

Key Private Bank Relationship Manager serves as the primary client advisor to high-net-worth clients, recommending banking, borrowing and investment solutions to help clients achieve their financial goals. Leads and coordinates an extended advisory team (trust, investment, planning strategists) based on relationship complexity, develops client-centric financial plans from data gathered via reviews, CRM, and meetings, delivers presentations, achieves individual sales goals through expanding client relationships and referrals, and proactively sources business opportunities while maintaining knowledge of wealth management products and regulatory considerations. The role requires strong client advisory capabilities, proficiency with financial statements and lending concepts, and the ability to manage a sales pipeline and collaborate across internal/external partners. Travel is occasional; the position is Hybrid (Sales) based in Columbus, OH. The employer emphasizes in-office presence with flexible options for roles that can be performed in a mobile environment, and offers a base salary range with incentive compensation potential.

Required Qualifications

  • Bachelor's Degree or equivalent experience (Education)
  • Minimum of 5 years of demonstrated sales and business development experience with proven results
  • FINRA Licenses S7/S66/S63/S65 (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)
  • Demonstrated client advisory skills and knowledge of investments, trust, and credit
  • Experience with personal/commercial lending and financial statements
  • CRM proficiency
  • Ability to prospect and maintain a sales pipeline
  • Strong communication skills
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$96k – $181k / yr

Key Private Bank Relationship Manager · KeyBank

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