Senior Private Banking Advisor | Wealth Strategy & Growth

KeyCorp; South Bend (IN); Hybrid; USD 116,000 - 216,000; Full time

Job summary

Key Private Bank in South Bend seeks a Sr. Relationship Manager to serve high net worth clients by advising on banking, lending and investment strategies.

You will coordinate with an extended advisory team to craft financial plans and deliver tailored solutions, building new relationships while expanding existing ones. The role requires strong sales results, deep knowledge of wealth products, and excellent communication.

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)
• 7 years of demonstrated sales and business development experience with proven results (required)
• Licenses and Certifications: FINRA S7/S66 or S63/S65 and various licenses (preferred)
• Ability to build trust by taking a proactive client centric approach
• Demonstrated expert functional knowledge of Investments, Trust and Credit; ability to advise
• Demonstrated expert knowledge of financial products and banking regulations
• Demonstrated strong client advisory skills
• Demonstrated experience with and broad understanding of personal and commercial financial statements
• Proven experience with and comprehensive understanding of consumer or commercial lending
• Excellent verbal and written communication skills
• Proficient in personal computer applications to drive results

Responsibilities

• Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals.
• Leads, coordinates, and assembles the extended advisory team, including trust, investment and planning strategists, based on complexity of the relationship.
• Develops a comprehensive understanding of the client’s needs, based on the review and analysis of personal and business financial data gathered through CRM and meetings.
• Captures the client’s goals in a financial plan.
• Prepares and delivers client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive, regular contact.
• Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth.
• Employs and maintains a disciplined approach to prospecting and maintains a pipeline by leveraging referrals from internal and external sources.
• Active participation in Community organizations to source business development opportunities and demonstrate Key’s commitment to the local community.
• Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors and competitive products.
• Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice.

Skills

Client advisory

Investments

Trust & risk knowledge

Lending knowledge

Banking regulations

Communication skills

Financial statement understanding

Sales & business development

Relationship management

Education

Bachelor's Degree in business related field or equivalent work experience

Master's Degree in business related field or equivalent experience

FINRA License S7

FINRA License S66

FINRA License S63

FINRA License S65

Certified Financial Planner (CFP) (preferred)

Certified Investment Management Analyst (CIMA) (preferred)

Certified Public Accountant (CPA) (preferred)

Chartered Financial Analyst (CFA) (preferred)

Licensed Attorney/JD (varies by state) (preferred)

Certified Wealth Strategist (CWS) (preferred)

Job description

Key Private Bank in South Bend seeks a Sr. Relationship Manager to serve high net worth clients by advising on banking, lending and investment strategies.

You will coordinate with an extended advisory team to craft financial plans and deliver tailored solutions, building new relationships while expanding existing ones. The role requires strong sales results, deep knowledge of wealth products, and excellent communication.