Senior Private Wealth Relationship Manager

KeyCorp; Pittsburgh (Allegheny County); Hybrid; USD 116,000 - 216,000; Full time

Job summary

KeyCorp's Key Private Bank in Pittsburgh seeks a Senior Relationship Manager to be the primary advisor for high net worth clients, developing and implementing strategies to meet financial goals and coordinating with trust, investment and planning strategists.

The role expands existing client relationships, sources new business, and leads an advisory team while ensuring compliant delivery of comprehensive banking, borrowing and investment solutions.

Qualifications

• Minimum of 7 years of demonstrated sales and business development experience with proven results.

Responsibilities

• Act as the primary client advisor by recommending banking, borrowing and investment solutions.
• Lead and coordinate the extended advisory team (trust, investment and planning strategists).
• Develop a comprehensive understanding of client needs from financial data and reviews.
• Meet or exceed assigned sales goals by expanding relationships and acquiring new business.
• Prospect and source new business opportunities through internal and external referrals.
• Participate in community organizations to source business development opportunities.

Skills

Investments

Relationship building

Client advisory

Regulatory knowledge

Communication skills

Education

Bachelor's degree in business related field

Master's degree in business related field

Equivalent experience

Job description

KeyCorp's Key Private Bank in Pittsburgh seeks a Senior Relationship Manager to be the primary advisor for high net worth clients, developing and implementing strategies to meet financial goals and coordinating with trust, investment and planning strategists.

The role expands existing client relationships, sources new business, and leads an advisory team while ensuring compliant delivery of comprehensive banking, borrowing and investment solutions.