Key Private Bank Senior Relationship Manager
$116,000–$216,000 year
HybridSouth Bend, Indiana, United States
Job Summary
Develop and implement financial strategies for high net worth clients by recommending banking, borrowing, and investment solutions based on comprehensive reviews of personal and business financial data. Lead the extended advisory team, including trust and investment strategists, to execute client needs and prepare presentations that deliver appropriate financial solutions. Expand existing client relationships and capture new business growth by maintaining a disciplined prospecting pipeline and leveraging referrals from internal and external sources. Actively participate in community organizations to source business development opportunities and demonstrate Key's commitment to the local community. This role requires a hybrid work schedule with occasional overnight travel and a valid driver's license. Candidates must possess seven years of demonstrated sales experience and hold FINRA licenses S7 and S66.
Required Qualifications
- Master's Degree in business related field
- 7 years of demonstrated sales and business development experience with proven results
- FINRA License S7
- FINRA License S66
- FINRA License S63
- FINRA License S65
- Certified Financial Planner (CFP)
- Certified Investment Management Analyst (CIMA)
- Certified Public Accountant (CPA)
- Chartered Financial Analyst (CFA)
- Licensed Attorney/JD
- Certified Wealth Strategist (CWS)
- Ability to build trust by taking a proactive client centric approach
- Demonstrated expert functional knowledge of Investments, Trust and Credit
- Demonstrated expert knowledge of financial products and banking regulations
- Demonstrated strong client advisory skills
- Demonstrated experience with and broad understanding of personal and commercial financial statements
- Proven experience with and comprehensive understanding of consumer or commercial lending
- Excellent verbal and written communication skills
- Proficient in personal computer applications to drive results
- Valid driver's license
- Ability to routinely and frequently operate a motor vehicle
- Bachelor's Degree in business related field
- Occasional travel to include overnight stay
Desired Qualifications
- Equivalent work experience to Master's Degree
- Master's Degree in business related field (preferred)
- Bachelor's Degree in business related field or equivalent work experience (preferred)
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