Hybrid Private Banking Associate Relationship Manager

KeyCorp; Florida; Hybrid; USD 80,000 - 150,000; Full time

Benefits offered by this job

Incentives

Job summary

KeyBank seeks an Associate Relationship Manager to manage and grow relationships with high-net-worth clients, delivering expert advice and tailored financial solutions. The ARM collaborates with experienced Relationship Managers to align with clients' goals and drive sales through comprehensive planning and cross-team coordination.

With a focus on client satisfaction and regulatory compliance, the role requires strong communication and a proven ability to expand networks, while supporting wealth

Qualifications

• Client relationship management with high-net-worth clients.
• Knowledge of financial products and applicable banking regulations.
• Strong written and verbal communication skills.

Responsibilities

• Retain, expand and acquire client relationships through advisory support.
• Collaborate with advisors to present banking, borrowing and investment solutions.
• Document client needs and progress in CRM and financial planning tools.
• Meet sales goals by growing existing relationships and closing referrals.

Skills

Client relationships

Banking regulations

Written and verbal communication

High-net-worth experience

Credit knowledge

Sales or customer service

Education

Bachelor's degree in business-related field

Equivalent experience

Job description

KeyBank seeks an Associate Relationship Manager to manage and grow relationships with high-net-worth clients, delivering expert advice and tailored financial solutions. The ARM collaborates with experienced Relationship Managers to align with clients' goals and drive sales through comprehensive planning and cross-team coordination.

With a focus on client satisfaction and regulatory compliance, the role requires strong communication and a proven ability to expand networks, while supporting wealth