Hybrid Private Banking Relationship Manager

KeyBank; Westlake (OH); Hybrid; USD 96,000 - 181,000; Full time

Benefits offered by this job

In-office presence

Flexible work options

Job summary

KeyBank’s Private Bank is seeking a Relationship Manager to serve high net worth clients, coordinating with an extended advisory team to tailor banking, borrowing and investment strategies. The RM will build trust, analyze client financial data, and deliver comprehensive financial plans.

Strong sales results and collaboration with internal partners are essential. The role emphasizes in-office presence with flexible options for how work is performed, reflecting a hybrid work model.

Qualifications

• Minimum of 5 years of demonstrated sales and business development experience.
• Bachelor's Degree in business-related field required.
• FINRA Series 7 and 66 (or 63 & 65) preferred.
• CFP (preferred); CFA/CPA/CIMA/Wealth planning related certifications preferred.
• Licensed Attorney/JD may be preferred depending on state.

Responsibilities

• Acts as the primary client advisor by recommending banking, borrowing and investment solutions for client goals.
• Leads the extended advisory team (trust, investment and planning strategists) based on relationship complexity.
• Develops deep understanding of client needs and captures goals in a financial plan.
• Prepares and delivers client presentations showing financial solutions and regular contact.
• Meets or exceeds sales goals by expanding relationships and capturing new business.

Skills

Client advisory

Investments knowledge

Relationship management

Sales & business development

Communication skills

Education

Bachelor's Degree in business related field

Job description

KeyBank’s Private Bank is seeking a Relationship Manager to serve high net worth clients, coordinating with an extended advisory team to tailor banking, borrowing and investment strategies. The RM will build trust, analyze client financial data, and deliver comprehensive financial plans.

Strong sales results and collaboration with internal partners are essential. The role emphasizes in-office presence with flexible options for how work is performed, reflecting a hybrid work model.