Senior Private Banking Relationship Manager (Hybrid)

KeyBank; Denver (CO); Hybrid; USD 96,000 - 181,000; Full time

Job summary

KeyBank is seeking a Relationship Manager in Denver to serve high-net-worth clients by coordinating with trust, investment and planning strategists. You will develop financial plans, present solutions, and drive new business through referrals and client relationships.

The role requires 5 years of sales experience and relevant licenses or designations is preferred. A Bachelor's degree is preferred; hybrid work arrangement with in-office presence is emphasized.

Qualifications

• Five years of demonstrated sales and business development experience (required).
• FINRA licenses S7/S66 or S63/S65 and professional designations (preferred).
• Bachelor's degree in business or related field (preferred).

Responsibilities

• Acts as primary client advisor by recommending banking, borrowing and investment solutions.
• Develops a comprehensive understanding of client needs through reviews and CRM data.
• Prepares and delivers client presentations with appropriate financial solutions.
• Meets or exceeds sales goals by expanding relationships and closing referrals.
• Maintains a pipeline through prospecting and referrals from internal/external sources.
• Participates in community organizations to source business opportunities.

Skills

Client advisory

Investments knowledge

Regulatory knowledge

Communication skills

PC proficiency

Education

Bachelor's degree in business

Equivalent experience

Tools

CRM system

Job description

KeyBank is seeking a Relationship Manager in Denver to serve high-net-worth clients by coordinating with trust, investment and planning strategists. You will develop financial plans, present solutions, and drive new business through referrals and client relationships.

The role requires 5 years of sales experience and relevant licenses or designations is preferred. A Bachelor's degree is preferred; hybrid work arrangement with in-office presence is emphasized.