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KeyBank · 5 months ago

Key Private Bank Relationship Manager - Licensed

Canton, OH

Full-time

Onsite

Mid, Senior Level

5+ years exp

KeyBank is dedicated to serving clients' financial needs through expert advice and personalized banking solutions. The Key Private Bank Relationship Manager acts as the primary client advisor, developing strategies based on clients' financial goals and collaborating with a team to enhance client relationships.

Banking

Responsibilities

Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and planning strategists, based on complexity of the relationship

Develops a comprehensive understanding of the client’s needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Customer Relationship Manager (CRM) system, and personal meetings. Captures the client’s goals in a financial plan

Prepares and delivers client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive, regular contact

Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth

Employs and maintains a disciplined approach to prospecting and maintains a pipeline by leveraging referrals from internal and external sources

Actively participates in Community organizations to source business development opportunities and demonstrate Key’s commitment to the local community

Develops and maintains an in-depth knowledge of financial wealth management and brokerage investment advisory services and products as well as knowledge of competitors and competitive products

Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice

Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key

Qualification

Certified Financial Planner (CFP)FINRA Series 7Chartered Financial Analyst (CFA)Certified Investment Management Analyst (CIMA)Business AcumenRisk ManagementClient Advisory SkillsInfluenceResilienceEmotional IntelligenceCollaborationCritical ThinkingPersuasionVerbal CommunicationWritten Communication