Wealth Relationship Architect

KeyCorp; Hickorytown (PA); Hybrid; USD 80,000 - 150,000; Full time

Job summary

KeyBank in Plymouth Meeting, PA, is seeking an Associate Relationship Manager to manage and grow a high-net-worth client book within the Key Private Bank (KPB). You will coordinate with the advisory team, prepare financial plans, and present tailored banking and investment solutions to clients while meeting sales goals.

The role requires a bachelor’s degree (or equivalent experience) with 3+ years in financial services, and FINRA licenses are preferred.

Qualifications

• Bachelor's Degree in a business-related field or equivalent experience.
• 3 years of financial services experience (required).
• FINRA S7/S66 licenses preferred or S63/S65 licenses preferred.
• Excellent written and verbal communication; experience working with high-net-worth clients.

Responsibilities

• Identify opportunities to retain, expand and acquire client relationships.
• Gather information from clients and consult with appropriate team members to recommend banking, borrowing and investment solutions.
• Develops and delivers in-person client presentations and consultative reviews.
• Meets or exceeds sales goals by expanding existing client relationships and capturing new business growth.
• Participates in community organizations to demonstrate Key’s commitment to the local community.
• Maintains in-depth knowledge of wealth management and brokerage services and products.

Skills

Client relationship management

Partnership skills

Verbal communication

Written communication

Education

Bachelor's degree in business or equivalent

Job description

KeyBank in Plymouth Meeting, PA, is seeking an Associate Relationship Manager to manage and grow a high-net-worth client book within the Key Private Bank (KPB). You will coordinate with the advisory team, prepare financial plans, and present tailored banking and investment solutions to clients while meeting sales goals.

The role requires a bachelor’s degree (or equivalent experience) with 3+ years in financial services, and FINRA licenses are preferred.