Senior Private Wealth Relationship Manager

KeyCorp; Cincinnati (OH); Hybrid; USD 96,000 - 181,000; Full time

Job summary

Key Private Bank in Cincinnati is seeking a Relationship Manager to serve high net worth clients, develop and implement strategies, and coordinate with the extended KPB team to advise on client needs.

The RM will expand existing relationships, close referrals, and acquire new business while maintaining a client-centric approach. Hybrid sales-focused role with collaboration across trust, investment and planning teams.

Qualifications

• Bachelor's degree in business-related field or equivalent experience.
• Minimum 5 years of sales and business development experience with proven results.
• FINRA licenses and CFP/CIMA/CPA/CFA preferred.

Responsibilities

• Act as primary client advisor by recommending banking, borrowing and investment solutions.
• Lead and coordinate the advisory team based on relationship complexity.
• Develop financial plans from client data and deliver presentations.
• Meet or exceed sales goals by expanding relationships and sourcing new business.

Skills

Client advisory

Investments

Trust & Credit

Lending knowledge

Financial products

Banking regulations

Verbal and written communication

PC skills

Education

Bachelor's degree in business-related field or equivalent experience

Job description

Key Private Bank in Cincinnati is seeking a Relationship Manager to serve high net worth clients, develop and implement strategies, and coordinate with the extended KPB team to advise on client needs.

The RM will expand existing relationships, close referrals, and acquire new business while maintaining a client-centric approach. Hybrid sales-focused role with collaboration across trust, investment and planning teams.