Private Banking Relationship Manager: Wealth Advisory

KeyBank; Portland (OR); On-site; USD 70,000 - 100,000; Full time

Job summary

KeyBank is seeking an Associate Relationship Manager for its Private Bank in Portland. The ARM will manage high-net-worth client relationships, identify growth opportunities, and work with senior Relationship Managers to achieve sales goals.

The role requires constructing financial plans and delivering tailored solutions. Candidates should have a Bachelor's in business or related field, 3 years in financial services, and FINRA S7 plus S66/S63 & S65 licenses.

Qualifications

• Bachelor's degree in business or equivalent work experience.
• 3 years of financial services experience.
• FINRA Licenses S7 and S66 or S63 & S65 required.

Responsibilities

• Identifies opportunities to retain, expand and acquire client relationships using banking, borrowing and investment solutions.
• Engages advisory team to tailor solutions and coordinate with Wealth Management partners.
• Develops a deep understanding of clients' needs via reviews and CRM data; documents goals in a plan.
• Meets or exceeds sales goals by expanding relationships and closing referrals.
• Delivers in-person client presentations and participates in community activities.

Skills

Excellent client relationship

Knowledge of financial products

Written & verbal communication

Team collaboration

CRM familiarity

Emotional intelligence

Active listening

Persuasive communication

Risk management

Decision-making

Education

Bachelor's Degree in business related field

Tools

CRM systems

Financial planning tools

MS Office / Excel

Job description

KeyBank is seeking an Associate Relationship Manager for its Private Bank in Portland. The ARM will manage high-net-worth client relationships, identify growth opportunities, and work with senior Relationship Managers to achieve sales goals.

The role requires constructing financial plans and delivering tailored solutions. Candidates should have a Bachelor's in business or related field, 3 years in financial services, and FINRA S7 plus S66/S63 & S65 licenses.