Hybrid Client Relationship Manager, Private Banking

KeyCorp; Denver (CO); Hybrid; USD 90,000 - 150,000; Full time

Job summary

KeyCorp's Private Bank is seeking an Associate Relationship Manager to grow and manage relationships with high-net-worth clients in Denver. You will provide financial guidance, craft strategies, and coordinate with an advisory team to deliver banking, borrowing, and investment solutions that align with client goals.

The role emphasizes prospecting, relationship expansion, and achieving sales targets while maintaining high standards of client service and compliance with regulations.

Qualifications

• Bachelor's degree in business or equivalent experience is required.
• 3 years of financial services related experience required.
• FINRA S7 license required; FINRA S66 or S63 & S65 required.

Responsibilities

• Identifies opportunities to retain, expand and acquire client relationships.
• Gather information from the client and consult with team members to recommend banking, borrowing and investment solutions.
• Engages and coordinates the extended advisory team based on client needs.
• Prepares and delivers in-person client presentations with financial solutions.

Skills

Client relationship

Financial products

Regulatory knowledge

Communication

Risk management

Education

Bachelor's degree in business

Equivalent work experience

Tools

FINRA S7

FINRA S63/S65

Job description

KeyCorp's Private Bank is seeking an Associate Relationship Manager to grow and manage relationships with high-net-worth clients in Denver. You will provide financial guidance, craft strategies, and coordinate with an advisory team to deliver banking, borrowing, and investment solutions that align with client goals.

The role emphasizes prospecting, relationship expansion, and achieving sales targets while maintaining high standards of client service and compliance with regulations.