Senior Private Banking Advisor for High Net Worth Clients

KeyBank; Denver (CO); Hybrid; USD 116,000 - 216,000; Full time

Job summary

Key Private Bank is seeking a Senior Relationship Manager to serve high net worth clients, coordinating with trust, investment, and planning specialists to tailor financial strategies. The RM will drive growth within an existing book and nurture new opportunities through internal and external partnerships.

Applicants should bring 7+ years of sales and relationship management experience, with a strong grasp of investments and banking regulations.

Qualifications

• Bachelor's degree in business or related field is preferred or equivalent experience.
• 7+ years of demonstrated sales and business development experience with proven results.

Responsibilities

• Acts as the primary client advisor, coordinating with trust, investment and planning strategists based on relationship complexity.
• Develops a deep understanding of client needs from financial data, CRM reviews, and meetings to capture goals in a financial plan.
• Prepares and delivers client presentations, presenting financial solutions and maintaining proactive, regular contact.
• Meets or exceeds sales goals by expanding relationships and closing referrals or new business growth.
• Maintains prospecting discipline and a robust pipeline through internal and external referrals.
• Spearheads community involvement to source business development opportunities and demonstrate commitment to the local market.

Skills

Client advisory

Investments

Banking regulations

Sales

Relationship mgmt

Education

Bachelor's degree in business or related field

Master's degree (preferred)

Or equivalent experience

Job description

Key Private Bank is seeking a Senior Relationship Manager to serve high net worth clients, coordinating with trust, investment, and planning specialists to tailor financial strategies. The RM will drive growth within an existing book and nurture new opportunities through internal and external partnerships.

Applicants should bring 7+ years of sales and relationship management experience, with a strong grasp of investments and banking regulations.