KeyBank
KeyPrivateBankRelationshipManager
“Key Private Bank Relationship Manager at KeyBank. Skills: Relationship Management, Sales, Client Advisory, Financial Solutions. Act as primary client advisor. Recommend banking, borrowing, investment solutions”
What You'll Achieve.
Meets or exceeds assigned individual sales goals
Industry & Context.
Occasional travel to include overnight stay, Ability to routinely and frequently operate a motor vehicle with a valid driver's license, General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
What They're Looking For.
Must Have
Minimum of 5 years of demonstrated sales and business development experience with proven results
Nice to Have
Bachelor's Degree in business related field, 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), Certified Wealth Strategist, Licensed Attorney/JD
What You'll Do.
Act as primary client advisor
Understand client needs
Prepare client presentations
Expand client relationships
Maintain prospecting discipline
Participate in community organizations
Develop knowledge of wealth management services
Develop knowledge of financial products
Develop knowledge of competitors
Develop knowledge of competitive products
Comply with KeyBank policies
Conduct business ethically
Avoid conflicts of interest
Act in best interests of clients
How You'll Work.
Team & Collaboration
Coordinate with extended KPB relationship team; Collaborate with internal and external partners; Assemble extended advisory team; Present as part of a team
Communication Scope
Excellent verbal and written communication skills
Applying for this Key Private Bank Relationship Manager role?
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