Senior Private Wealth Advisor & Relationship Leader

Rkminsurance; City of Troy (NY); Hybrid; USD 116,000 - 216,000; Full time

Job summary

Key Private Bank (KPB) at KeyCorp seeks a Sr. Relationship Manager to act as the primary client advisor for high net worth clients, coordinating with the extended advisory team to implement strategies aligned with financial goals.

The Sr. RM will develop and manage client relationships, coordinate trust, investment and planning strategists, and work with internal and external partners to acquire and deepen Key Bank relationships.

Qualifications

• Bachelor's Degree in business related field or equivalent work experience (preferred)
• Master's Degree in business related field (preferred)
• OR equivalent experience (required)
• 7+ years of demonstrated sales and business development experience with proven results (required)
• FINRA License S7 and S66 (preferred)
• FINRA License S63 and S65 (preferred)
• Certified Financial Planner (CFP) (preferred)
• Certified Investment Management Analyst (CIMA) (preferred)
• Certified Public Accountant (CPA) (preferred)
• Chartered Financial Analyst (CFA) (preferred)
• Licensed Attorney/JD (varies by state) (preferred)
• Certified Wealth Strategist (CWS) (preferred)

Responsibilities

• Act as primary client advisor and recommend banking, borrowing and investment solutions
• Lead and coordinate extended advisory team for complex relationships
• Develop comprehensive client financial plans based on goals
• Prepare and deliver client presentations and solutions
• Meet or exceed individual sales goals by expanding relationships and referrals
• Maintain a robust pipeline through referrals and prospecting
• Participate in community organizations to source business
• Maintain deep knowledge of wealth management services and products

Skills

Client advisory

Investments knowledge

Banking regulations

Financial analysis

Lending knowledge

Communication skills

Relationship management

Sales leadership

Education

Bachelor's Degree in business related field

Master's Degree in business related field

Equivalent experience

Tools

FINRA Licenses & CFP prerequisites

CRM systems (CRM)

Job description

Key Private Bank (KPB) at KeyCorp seeks a Sr. Relationship Manager to act as the primary client advisor for high net worth clients, coordinating with the extended advisory team to implement strategies aligned with financial goals.

The Sr. RM will develop and manage client relationships, coordinate trust, investment and planning strategists, and work with internal and external partners to acquire and deepen Key Bank relationships.