Private Banker & Wealth Advisor (HNW)

KeyBank; Canton (OH); On-site; USD 94,000 - 175,000; Full time

Job summary

Key Private Bank seeks a Relationship Manager to serve high-net-worth clients, develop and implement financial strategies, and coordinate with the extended KPB team to advise on banking, lending and investment needs.

You will expand client relationships, meet sales goals, and actively participate in community business development while maintaining deep knowledge of wealth management products and regulatory requirements. This on-site role is based in Akron, OH with competitive compensation.

Qualifications

• Bachelor's degree in business-related field or equivalent work experience.
• Minimum 5 years of demonstrated sales and business development experience.
• Certifications preferred: CFP, CIMA, CFA; FINRA Series 7 & 66 and Life/Health licenses.

Responsibilities

• Act as the primary client advisor by recommending banking, borrowing and investment solutions. Leads, coordinates, and assembles the extended advisory team, including trust, investment and planning strategists, based on complexity of the relationship.
• Develops a comprehensive understanding of the client's needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the CRM system, and personal meetings. Captures the client's goals in a financial plan.
• Prepares and delivers client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive, regular contact.
• Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth.
• Employs and maintains a disciplined approach to prospecting and maintains a pipeline by leveraging referrals from internal and external sources.
• Actively participates in Community organizations to source business development opportunities and demonstrate Key's commitment to the local community.
• Develops and maintains an in-depth knowledge of financial wealth management and brokerage investment advisory services and products and as well as knowledge of competitors and competitive products.
• Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
• Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.

Skills

Client advisory

Investments & wealth management

Relationship management

Sales & business development

Regulatory knowledge

Communication skills

Banking products knowledge

Education

Bachelor's Degree in business-related field

Job description

Key Private Bank seeks a Relationship Manager to serve high-net-worth clients, develop and implement financial strategies, and coordinate with the extended KPB team to advise on banking, lending and investment needs.

You will expand client relationships, meet sales goals, and actively participate in community business development while maintaining deep knowledge of wealth management products and regulatory requirements. This on-site role is based in Akron, OH with competitive compensation.