Senior Private Banking Relationship Manager

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

Job summary

KeyBank's Key Private Bank seeks a Sr. KPB Relationship Manager to act as the primary client advisor, developing and implementing strategies for high-net-worth clients. You will coordinate with trust, investment and planning strategists to tailor solutions and deepen client relationships.

You will meet sales goals, prospect to grow the book, and collaborate with internal and external partners to deliver comprehensive wealth management services.

Qualifications

• 7+ years of demonstrated sales and business development experience with proven results.
• Bachelor's Degree in business related field or equivalent work experience (preferred)
• Master's Degree in business related field (preferred)
• FINRA Series licenses (S7/S66 or S63/S65) and related credentials (preferred)
• CFP/CIMA/CPA/CFA or legal/wealth credentials (preferred)

Responsibilities

• Acts as the primary client advisor by recommending banking, borrowing and investment solutions.
• Develops a comprehensive understanding of client needs via CRM and client meetings.
• Prepares and delivers client presentations with appropriate financial solutions.
• Meets or exceeds sales goals by expanding existing relationships and acquiring new business.
• Maintains a disciplined prospecting approach and builds a strong pipeline.
• Participates in community activities to source business opportunities.

Skills

Client advisory

Investments & trust knowledge

Financial products knowledge

Strong communication

Financial statements understanding

Lending knowledge

Proficiency with MS Office/PC

Relationship building

Education

Bachelor's Degree in business related field

Master's Degree in business related field

Equivalent experience

Job description

KeyBank's Key Private Bank seeks a Sr. KPB Relationship Manager to act as the primary client advisor, developing and implementing strategies for high-net-worth clients. You will coordinate with trust, investment and planning strategists to tailor solutions and deepen client relationships.

You will meet sales goals, prospect to grow the book, and collaborate with internal and external partners to deliver comprehensive wealth management services.