Private Bank Advisor for High‑Net‑Worth Clients

KeyBank; Denver (CO); Hybrid; USD 80,000 - 150,000; Full time

Benefits offered by this job

Full benefits package

Incentive compensation eligibility

Job summary

KeyBank seeks an Associate Relationship Manager in Denver, Colorado. The ARM will manage and build client relationships, achieving sales goals through expert banking solutions tailored to high-net-worth clients.

This role requires 3 years of financial services experience, a Bachelor's degree, and strong client relationship skills. This hybrid position offers a salary range of $80,000 to $150,000 and a full benefits package.

Qualifications

• 3 years of financial services-related experience required.
• FINRA License S7, S66, S63, and S65 preferred.
• Ability to conduct business ethically and avoid conflicts of interest.

Responsibilities

• Identify opportunities to retain and expand client relationships.
• Engage and coordinate the advisory team based on client needs.
• Meet or exceed assigned individual sales goals.

Skills

Excellent client relationship and superior partnering skills

Deep knowledge of financial products and banking regulations

Established excellent written and verbal communication skills

Experience in working with high-net-worth individuals

Sales or customer service experience

Education

Bachelor's Degree in a business-related field

Equivalent experience

Tools

CRM System

Job description

KeyBank seeks an Associate Relationship Manager in Denver, Colorado. The ARM will manage and build client relationships, achieving sales goals through expert banking solutions tailored to high-net-worth clients.

This role requires 3 years of financial services experience, a Bachelor's degree, and strong client relationship skills. This hybrid position offers a salary range of $80,000 to $150,000 and a full benefits package.