Senior Private Bank Relationship Advisor

KeyCorp; Akron (OH); Hybrid; USD 112,000 - 210,000; Full time

Job summary

KeyCorp's Private Bank is seeking a Senior KPB Relationship Manager to serve high net worth clients in Akron. You will coordinate with trust, investment and planning specialists, build financial plans, and deliver tailored banking, borrowing and investment solutions.

The role focuses on expanding client relationships and sourcing new opportunities. The successful candidate will lead the advisory team, leverage CRM data, and maintain strong client communication while meeting sales goals in a

Qualifications

• Bachelor's Degree in business related field (preferred).
• Master's Degree in business related field (preferred) OR equivalent experience (required).
• Minimum of 7 years of demonstrated sales and business development experience (required).

Responsibilities

• Acts as the primary client advisor by recommending banking, borrowing and investment solutions.
• Leads, coordinates, and assembles the extended advisory team based on complexity of the relationship.
• Develops a comprehensive understanding of the client’s needs through reviews, CRM data, and meetings.
• Meets or exceeds assigned sales goals by expanding relationships, closing referrals and capturing new business growth.

Skills

Client advisory

Investments knowledge

Trust and credit

Regulatory knowledge

Communication skills

Financial planning

Lending experience

CRM system

Education

Bachelor's Degree in business related field

Master's Degree in business related field or equivalent

Tools

CRM system

Job description

KeyCorp's Private Bank is seeking a Senior KPB Relationship Manager to serve high net worth clients in Akron. You will coordinate with trust, investment and planning specialists, build financial plans, and deliver tailored banking, borrowing and investment solutions.

The role focuses on expanding client relationships and sourcing new opportunities. The successful candidate will lead the advisory team, leverage CRM data, and maintain strong client communication while meeting sales goals in a