Senior Private Banking Relationship Advisor

KeyBank; Cincinnati (OH); Hybrid; USD 96,000 - 181,000; Full time

Job summary

Key Private Bank in Cincinnati is seeking a Relationship Manager to serve high net worth clients as the primary advisor, coordinating with trust, investment and planning strategists to tailor financial solutions.

The role emphasizes building client relationships, delivering presentations, achieving sales goals, and prospecting. Hybrid in-office/remote work is available, with occasional travel.

Qualifications

• Bachelor's Degree in business related field (preferred).
• Minimum of 5 years of demonstrated sales and business development experience with proven results (required).
• FINRA Licenses S7/S66/S63/S65 (preferred) or other certifications (CFP/CIMA/CPA/CFA) preferred.

Responsibilities

• Acts as the primary client advisor by recommending banking, borrowing and investment solutions.
• Develops a comprehensive understanding of the client's needs via CRM data and meetings.
• Prepares and delivers client presentations, individually and in teams.
• Meets or exceeds sales goals by expanding existing relationships and capturing new business.
• Maintains a prospecting pipeline and leverages referrals from internal or external sources.
• Participates in community organizations to source business opportunities.
• Maintains knowledge of wealth management products and competitor offerings.
• Complies with Key's policies and professional conduct.

Skills

Client advisory

Sales & relationships

Financial planning knowledge

Regulatory knowledge

Communication skills

Education

Bachelor's degree in business

FINRA licenses (S7)

FINRA Licenses (S63/S65/S66)

CFP (preferred)

CIMA (preferred)

CPA/CFA/JD preferred

Job description

Key Private Bank in Cincinnati is seeking a Relationship Manager to serve high net worth clients as the primary advisor, coordinating with trust, investment and planning strategists to tailor financial solutions.

The role emphasizes building client relationships, delivering presentations, achieving sales goals, and prospecting. Hybrid in-office/remote work is available, with occasional travel.