Senior Private Banking Relationship Manager for HNW Clients

KeyCorp; Dayton (OH); Hybrid; USD 116,000 - 216,000; Full time

Job summary

KeyCorp's Key Private Bank seeks a Sr. Relationship Manager to act as the primary client advisor for high-net-worth clients, coordinating with trust, investment and planning teams to deliver tailored financial solutions.

You will develop client strategies, manage relationships, and collaborate with partners to acquire new business and deepen existing Key Bank relationships. The role emphasizes advisory leadership, goal-based financial planning, and proactive client engagement, with a focus on

Qualifications

• Bachelor's degree in business or related field; master's preferred OR equivalent experience.
• FINRA licenses (S7, S66, S63, S65) preferred.
• CFP/CIMA/CPA/CFA or JD/CWS certifications preferred.
• 7+ years of sales and business development in wealth management or banking.

Responsibilities

• Act as primary advisor, recommending banking, borrowing and investment solutions.
• Lead and coordinate advisory team for complex relationships.
• Develop financial plans based on client goals from reviews and CRM data.
• Present financial solutions and regularly contact clients.
• Meet and exceed sales goals by expanding relationships and referrals.
• Prospect and maintain a strong client pipeline with internal/external sources.
• Engage in community organizations to source new business opportunities.

Skills

Client advisory

Investments

Trust and credit

Financial analysis

Communication

Education

Bachelor's degree in business related field

Master's degree in business related field

FINRA Series 7

FINRA Series 66

FINRA Series 63

FINRA Series 65

Certified Financial Planner (CFP)

Certified Investment Management Analyst (CIMA)

Certified Public Accountant (CPA)

Chartered Financial Analyst (CFA)

Licensed Attorney/JD

Certified Wealth Strategist (CWS)

Job description

KeyCorp's Key Private Bank seeks a Sr. Relationship Manager to act as the primary client advisor for high-net-worth clients, coordinating with trust, investment and planning teams to deliver tailored financial solutions.

You will develop client strategies, manage relationships, and collaborate with partners to acquire new business and deepen existing Key Bank relationships. The role emphasizes advisory leadership, goal-based financial planning, and proactive client engagement, with a focus on