Senior Private Banker – High Net Worth Relationships

KeyCorp; Buffalo (NY); Hybrid; USD 112,000 - 210,000; Full time

Job summary

KeyCorp's Key Private Bank seeks a Sr. KPB Relationship Manager to lead high net worth client engagements, craft personalized financial strategies, and coordinate a multidisciplinary advisory team.

You will develop plans, present solutions, and nurture relationships with internal and external partners to grow assets and deep client trust. You will leverage deep product knowledge, strong communication, and sales acumen to meet goals while maintaining compliance and delivering exceptional service

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).
• FINRA Licenses S7 and S66 (preferred) or S63 and S65 (preferred).
• Certified Financial Planner (CFP), CIMA, CPA, CFA (preferred).
• Licensed Attorney/JD (varies by state) (preferred).
• Certified Wealth Strategist (CWS) (preferred).

Responsibilities

• Act as primary client advisor by recommending banking, borrowing and investment solutions.
• Lead and coordinate extended advisory team based on relationship complexity.
• Develop understanding of client needs from financial data and meetings.
• Prepare and deliver client presentations and financial plans.
• Meet or exceed sales goals by expanding relationships and referrals.
• Maintain pipeline through proactive prospecting and referrals.
• Represent KeyBank in community organizations to source opportunities.
• Maintain knowledge of wealth management products and compliance requirements.

Skills

Relationship management

Financial advisory

Client centric approach

Communication skills

Education

Bachelor's degree in business or related field

Master's degree in business or related field

FINRA S7/S66 licenses

CFP/CIMA/CPA/CFA certifications (preferred)

Job description

KeyCorp's Key Private Bank seeks a Sr. KPB Relationship Manager to lead high net worth client engagements, craft personalized financial strategies, and coordinate a multidisciplinary advisory team.

You will develop plans, present solutions, and nurture relationships with internal and external partners to grow assets and deep client trust. You will leverage deep product knowledge, strong communication, and sales acumen to meet goals while maintaining compliance and delivering exceptional service