Senior Private Bank Relationship Advisor

KeyCorp; Columbus (OH); Hybrid; USD 116,000 - 216,000; Full time

Job summary

Key Private Bank, a part of KeyCorp, is seeking a Senior Relationship Manager to lead high-net-worth client advisory, design and implement financial plans, and coordinate with trust, investment and planning teams.

You will develop client strategies, present solutions, and drive growth by expanding existing relationships and sourcing new business opportunities. Compatibility with regulatory standards and strong communication are essential.

Qualifications

• Bachelor's degree in business or equivalent experience preferred.
• Strong knowledge of investments, trust, and lending products.
• Ability to advise clients and coordinate with advisory teams.

Responsibilities

• Serve as the primary client advisor for high-net-worth clients.
• Develop and implement financial strategies aligned with client goals.
• Prepare presentations and deliver financial solutions.
• Meet sales targets by expanding relationships and acquiring new business.
• Collaborate with internal partners to deepen client relationships.

Skills

Client advisory

Investments, Trust & Credit

Regulatory knowledge

Excellent communication

PC proficiency

Education

Bachelor's degree in business

Master's degree in business (preferred)

Job description

Key Private Bank, a part of KeyCorp, is seeking a Senior Relationship Manager to lead high-net-worth client advisory, design and implement financial plans, and coordinate with trust, investment and planning teams.

You will develop client strategies, present solutions, and drive growth by expanding existing relationships and sourcing new business opportunities. Compatibility with regulatory standards and strong communication are essential.