Senior Private Banking & Wealth Advisor

KeyBank; Columbus (OH); Hybrid; USD 116,000 - 216,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Key Private Bank (KPB) at KeyBank seeks a Sr. Relationship Manager to serve high-net-worth clients, coordinating with trust, investment and planning strategists to deliver tailored banking, borrowing and investment solutions.

The role emphasizes prospecting, deep client understanding, and working with internal and external partners to grow and deepen client relationships in a hybrid Columbus, OH environment. A strong background in wealth management and FINRA/CFP-type credentials is preferred.

Qualifications

• Bachelor's or equivalent experience required for business-focused advisory roles.
• Advanced licenses and certifications preferred for wealth management.
• Experience in selling and developing high-net-worth client relationships.

Responsibilities

• Serve as primary advisor for banking, borrowing and investment solutions.
• Lead advisory team and coordinate specialists for complex relationships.
• Analyze client needs via reviews and CRM data to craft financial plans.
• Prepare client presentations and deliver solutions through regular contact.
• Meet or exceed sales goals by expanding relationships and referrals.
• Engage with community organizations to source business opportunities.
• Maintain knowledge of wealth management products and competitive landscape.

Skills

Client trust

Investment knowledge

Finance products knowledge

Client advisory

Financial statement analysis

Lending experience

Communication skills

MS Office

Education

Bachelor's degree in business

Master's degree (preferred)

Equivalent experience (required)

Tools

FINRA S7

FINRA S66

FINRA S63

FINRA S65

CFP

CIMA

CPA

CFA

Attorney/JD

CWS

Job description

Key Private Bank (KPB) at KeyBank seeks a Sr. Relationship Manager to serve high-net-worth clients, coordinating with trust, investment and planning strategists to deliver tailored banking, borrowing and investment solutions.

The role emphasizes prospecting, deep client understanding, and working with internal and external partners to grow and deepen client relationships in a hybrid Columbus, OH environment. A strong background in wealth management and FINRA/CFP-type credentials is preferred.