Senior Private Banking Advisor for High Net Worth

KeyCorp; Westlake (OH); On-site; USD 96,000 - 181,000; Full time

Benefits offered by this job

Incentive compensation

Flexible work options

Comprehensive benefits package

Job summary

A leading financial institution in Westlake, Ohio is seeking a Relationship Manager to serve high net worth clients by providing expert financial advice and solutions tailored to their needs. The ideal candidate will have a minimum of 5 years of experience in sales and business development, with a strong understanding of financial products and client advisory skills. This role involves coordinating with internal teams and building lasting relationships to ensure client satisfaction and growth.

Qualifications

• Minimum 5 years of demonstrated sales and business development experience.
• Experience working with high net worth clients.
• Knowledge of financial wealth management services.

Responsibilities

• Act as the primary client advisor recommending financial solutions.
• Develop comprehensive understanding of client needs.
• Meet or exceed assigned individual sales goals.

Skills

Client advisory skills

Financial knowledge

Sales and business development

Communication skills

Analytical skills

Trust and relationship building

Education

Bachelor's Degree in business related field

Job description

A leading financial institution in Westlake, Ohio is seeking a Relationship Manager to serve high net worth clients by providing expert financial advice and solutions tailored to their needs. The ideal candidate will have a minimum of 5 years of experience in sales and business development, with a strong understanding of financial products and client advisory skills. This role involves coordinating with internal teams and building lasting relationships to ensure client satisfaction and growth.