Private Banking Growth Associate - Relationship Manager

KeyCorp; Westlake (OH); Hybrid; USD 80,000 - 150,000; Full time

Job summary

Key Private Bank is seeking an Associate Relationship Manager to manage and grow a high-net-worth client book, delivering tailored banking, lending, and investment guidance.

The ARM collaborates with the advisory team to identify growth opportunities, presents financial solutions, and maintains knowledge of wealth management products to meet client goals. This hybrid role supports a client-first approach within Key’s wealth management framework.

Qualifications

• Minimum of 3 years of financial services experience.
• Bachelor's degree preferred or equivalent experience.
• FINRA licenses S7/S66 or S63/S65 preferred.
• Experience with high-net-worth clients and advisory services.

Responsibilities

• Identify opportunities to retain, expand and acquire client relationships.
• Prepare and deliver in-person client presentations of financial solutions.
• Coordinate with the advisory team to meet client goals and provide tailored guidance.
• Maintain in-depth knowledge of wealth management products and competitive offerings.

Skills

Client relationship management

Partnership skills

Verbal & written communication

Experience with high-net-worth clients

Experience in credit teams

Sales or customer service experience

Education

Bachelor's degree in business-related field (preferred) / equivalent experience

Tools

CRM system

Job description

Key Private Bank is seeking an Associate Relationship Manager to manage and grow a high-net-worth client book, delivering tailored banking, lending, and investment guidance.

The ARM collaborates with the advisory team to identify growth opportunities, presents financial solutions, and maintains knowledge of wealth management products to meet client goals. This hybrid role supports a client-first approach within Key’s wealth management framework.