Senior Private Bank Advisor for High-Net-Worth Clients

KeyBank; Dayton (KY); Hybrid; USD 116,000 - 216,000; Full time

Job summary

KeyBank, specifically Key Private Bank, seeks a Sr. Relationship Manager to serve high net worth clients by delivering banking, lending, and investment solutions.

You will lead a cross-disciplinary advisory team, build client plans from reviews and data, and present tailored recommendations to drive growth. You will manage an active sales pipeline, engage in community networks, and deepen client relationships while upholding KeyBank policies and ethics in a hybrid work setting.

Qualifications

• Bachelor’s Degree in business related field or equivalent work experience (preferred)
• Master’s Degree in business related field (preferred)
• OR equivalent experience (required)
• Minimum of 7 years of demonstrated sales and business development experience with proven results (required)
• FINRA Licenses S7 (required) and S66/S63/S65 variants (preferred)
• CFP/CIMA/CFA/CPA/CWS qualifications (preferred)
• Licensed Attorney/JD (varies by state) (preferred)
• All relevant wealth management licenses and credentials listed in job postings

Responsibilities

• Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals.
• 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 and captures goals in a financial plan.
• Prepares and delivers client presentations, individually and as part of a team, presenting financial solutions.
• Meets or exceeds assigned sales goals by expanding relationships and capturing new business growth.
• Maintains a pipeline via referrals and prospecting; engages in community opportunities.

Skills

Client advisory

Investment knowledge

Banking & lending knowledge

Communication skills

Financial statement understanding

Sales pipeline management

Team collaboration

Proactive client centric

Education

Bachelor’s Degree in business related field

Master’s Degree in business related field

Equivalent experience (required)

FINRA Licenses & Certifications

CFP / CIMA / CFA / CPA / CFA

Job description

KeyBank, specifically Key Private Bank, seeks a Sr. Relationship Manager to serve high net worth clients by delivering banking, lending, and investment solutions.

You will lead a cross-disciplinary advisory team, build client plans from reviews and data, and present tailored recommendations to drive growth. You will manage an active sales pipeline, engage in community networks, and deepen client relationships while upholding KeyBank policies and ethics in a hybrid work setting.