Senior Private Wealth Relationship Manager

KeyCorp; Seattle (WA); Hybrid; USD 116,000 - 216,000; Full time

Benefits offered by this job

Hybrid work model

Incentive compensation

Job summary

Key Private Bank (KPB) seeks a Sr. KPB Relationship Manager to serve high-net-worth clients, develop financial strategies, and coordinate with the advisory team to execute client needs. The role centers on acting as the primary client advisor and expanding client relationships.

The RM collaborates with trust, investment, and planning strategists to tailor banking, borrowing, and investment solutions, ensuring thorough client reviews and proactive ongoing contact.

Qualifications

• Bachelor's Degree in business related field or equivalent work experience.
• 7 years of demonstrated sales and business development experience with proven results.
• FINRA licenses and certifications preferred (S7/S66 or S63/S65) plus CFP/CIMA/CPA/CFA are an advantage.
• Strong knowledge of financial products and banking regulations.

Responsibilities

• Act as the primary client advisor by recommending banking, borrowing and investment solutions.
• Lead the extended advisory team (trust, investment, planning strategists) based on relationship complexity.
• Develop a comprehensive understanding of client needs via CRM data and personal meetings.
• Prepare client financial plans and deliver presentations with solutions to clients.

Skills

Investments knowledge

Trust and Credit advisory

Client advisory skills

Verbal and written communication

CRM software familiarity

Education

Bachelor's degree in business

Master's degree in business

Tools

CRM systems

Financial planning tools

Job description

Key Private Bank (KPB) seeks a Sr. KPB Relationship Manager to serve high-net-worth clients, develop financial strategies, and coordinate with the advisory team to execute client needs. The role centers on acting as the primary client advisor and expanding client relationships.

The RM collaborates with trust, investment, and planning strategists to tailor banking, borrowing, and investment solutions, ensuring thorough client reviews and proactive ongoing contact.