Wealth Relationship Manager

KeyCorp; Denver (CO); Hybrid; USD 80,000 - 150,000; Full time

Job summary

KeyBank in Denver is looking for an Associate Relationship Manager to manage and grow high-net-worth client relationships. You will identify opportunities, coordinate with advisory teams, and present tailored banking, borrowing and investment solutions.

Hybrid work, occasional travel, and emphasis on client service define the role. The role requires a 3+ year background in financial services, a business-related degree (or equivalent), and FINRA licensing preferred.

Qualifications

• Bachelor's degree in business-related field (preferred) or equivalent experience (required).
• 3+ years of financial services-related experience (required).
• FINRA licenses preferred: S7, S66, S63 and S65.

Responsibilities

• Identifies opportunities to retain, expand and acquire client relationships.
• Gather information from the client and consult with appropriate team members to recommend banking, borrowing and investment solutions.
• Engages and coordinates the extended advisory team based on client needs.
• Acts as a client advocate/representative on assembled team.
• Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth.
• Prepares and delivers in person client presentations, individually or as part of a team, presenting appropriate financial solutions via consultative review and proactive contact.

Skills

Client relationships

Banking regulations

Communication skills

High-net-worth experience

Credit team experience

Sales / CS

Education

Bachelor's degree or equivalent

Job description

KeyBank in Denver is looking for an Associate Relationship Manager to manage and grow high-net-worth client relationships. You will identify opportunities, coordinate with advisory teams, and present tailored banking, borrowing and investment solutions.

Hybrid work, occasional travel, and emphasis on client service define the role. The role requires a 3+ year background in financial services, a business-related degree (or equivalent), and FINRA licensing preferred.