Private Bank ARM: High-Net-Worth Advisory (Hybrid)

KeyBank; Hickorytown (PA); Híbrido; USD 80.000 - 150.000; Jornada completa

Descripción de la vacante

Key Private Bank (KPB) at KeyCorp seeks an Associate Relationship Manager to manage and grow relationships with high-net-worth clients, delivering tailored banking, borrowing, and investment solutions.

You will identify growth opportunities, coordinate with the advisory team, and present financial plans while meeting sales goals. Hybrid work with occasional travel; minimum 3 years of financial services experience and a business degree preferred.

Formación

• Bachelor’s degree in business-related field or equivalent experience.
• 3 years of financial services experience.
• FINRA licenses S7/S66/S63/S65 preferred.

Responsabilidades

• Identify opportunities to retain, expand and acquire client relationships.
• Gather information and consult with appropriate team members to recommend banking, borrowing and investment solutions.
• Present financial solutions via client reviews and proactive contact.
• Coordinate with Relationship Managers and advisory team to execute plans.
• Maintain knowledge of wealth management products and competitors.

Conocimientos

Relationship skills

Banking regulations

Written & verbal comms

High-net-worth experience

Credit teams experience

Sales / customer service

Educación

Bachelor’s degree in business/related field

Descripción del empleo

Key Private Bank (KPB) at KeyCorp seeks an Associate Relationship Manager to manage and grow relationships with high-net-worth clients, delivering tailored banking, borrowing, and investment solutions.

You will identify growth opportunities, coordinate with the advisory team, and present financial plans while meeting sales goals. Hybrid work with occasional travel; minimum 3 years of financial services experience and a business degree preferred.