Key Private Bank Associate Relationship Manager - Careers at KeyBank
KeyBank
Key Private Bank Associate Relationship Manager - Careers at KeyBank
Job Description
About KeyBank
KeyBank is a leading national bank committed to empowering clients with personalized financial solutions. Key Private Bank (KPB) specializes in serving high-net-worth individuals through expert advice in banking, borrowing, and investment services. With a focus on client-centric relationships, KeyBank fosters growth opportunities and community engagement across its locations.
Position Summary
The Key Private Bank Associate Relationship Manager (ARM) plays a pivotal role in managing and expanding relationships with high-net-worth clients. Based in Westlake, Ohio, this mid-level position involves partnering with seasoned Relationship Managers to deliver tailored financial solutions, achieve sales goals, and provide exceptional client experiences. Ideal for financial services professionals with FINRA licenses seeking to advance in private banking.
Key Responsibilities
- Identify and pursue opportunities to retain, expand, and acquire client relationships by recommending banking, borrowing, and investment solutions.
- Coordinate with advisory teams, acting as client advocate and engaging senior leaders when needed.
- Analyze client financial data to develop comprehensive financial plans aligned with goals.
- Execute the KPB Sales Process, meet individual sales targets, and deliver persuasive client presentations.
- Maintain expertise in wealth management products, competitors, and regulatory standards.
- Participate in community organizations to strengthen KeyBank's local presence.
- Collaborate cross-functionally to drive business goals and personal development.
Required Qualifications
- Bachelor's degree in a business-related field or equivalent experience.
- Minimum 3 years in financial services.
- Active FINRA S7, and S66 or S63 & S65 licenses.
- Proven client relationship skills, emotional intelligence, and persuasive communication.
- Strong analytical abilities and knowledge of banking regulations.
Why Join Us
Join Key Private Bank for a dynamic career in private banking with robust support, sales tools, and growth paths. Enjoy collaborative teams, community impact, and the chance to serve affluent clients in Westlake, OH. KeyBank offers a professional environment emphasizing ethical practices, innovation, and work-life balance. Apply now for KeyBank careers in banking jobs, private wealth management, and financial advisory roles.
Locations
- Westlake, Ohio, United States
Salary
80,000 - 120,000 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Excellent client relationship managementintermediate
- Superior partnering and collaboration skillsintermediate
- Deep knowledge of financial products and banking regulationsintermediate
- Excellent written and verbal communicationintermediate
- Active listening and emotional intelligenceintermediate
- Persuasive communication and influenceintermediate
- Analytical decision-makingintermediate
- Sales process and client service standardsintermediate
Required Qualifications
- Bachelor's Degree in business related field or equivalent work experience (experience)
- Minimum 3 years of financial services related experience (experience)
- FINRA License S7 (required) (experience)
- FINRA License S66 or S63 & S65 (required) (experience)
Responsibilities
- Identify opportunities to retain, expand and acquire client relationships
- Engage and coordinate extended advisory team based on client needs
- Develop comprehensive understanding of clients’ financial needs and goals
- Meet or exceed assigned individual sales goals
- Prepare and deliver in-person client presentations
- Participate in community organizations
- Maintain knowledge of financial wealth management products and competitors
- Collaborate with peers and cross-functional teams
Benefits
- general: Expert advice and personalized banking solutions
- general: Partnership with experienced Relationship Managers
- general: Professional development opportunities
- general: Community involvement and local impact
- general: Comprehensive sales support and tracking tools
Tags & Categories
Answer 10 quick questions to check your fit for Key Private Bank Associate Relationship Manager - Careers at KeyBank @ KeyBank.
Related Books and Jobs
Key Private Bank Associate Relationship Manager - Careers at KeyBank
KeyBank
Key Private Bank Associate Relationship Manager - Careers at KeyBank
Job Description
About KeyBank
KeyBank is a leading national bank committed to empowering clients with personalized financial solutions. Key Private Bank (KPB) specializes in serving high-net-worth individuals through expert advice in banking, borrowing, and investment services. With a focus on client-centric relationships, KeyBank fosters growth opportunities and community engagement across its locations.
Position Summary
The Key Private Bank Associate Relationship Manager (ARM) plays a pivotal role in managing and expanding relationships with high-net-worth clients. Based in Westlake, Ohio, this mid-level position involves partnering with seasoned Relationship Managers to deliver tailored financial solutions, achieve sales goals, and provide exceptional client experiences. Ideal for financial services professionals with FINRA licenses seeking to advance in private banking.
Key Responsibilities
- Identify and pursue opportunities to retain, expand, and acquire client relationships by recommending banking, borrowing, and investment solutions.
- Coordinate with advisory teams, acting as client advocate and engaging senior leaders when needed.
- Analyze client financial data to develop comprehensive financial plans aligned with goals.
- Execute the KPB Sales Process, meet individual sales targets, and deliver persuasive client presentations.
- Maintain expertise in wealth management products, competitors, and regulatory standards.
- Participate in community organizations to strengthen KeyBank's local presence.
- Collaborate cross-functionally to drive business goals and personal development.
Required Qualifications
- Bachelor's degree in a business-related field or equivalent experience.
- Minimum 3 years in financial services.
- Active FINRA S7, and S66 or S63 & S65 licenses.
- Proven client relationship skills, emotional intelligence, and persuasive communication.
- Strong analytical abilities and knowledge of banking regulations.
Why Join Us
Join Key Private Bank for a dynamic career in private banking with robust support, sales tools, and growth paths. Enjoy collaborative teams, community impact, and the chance to serve affluent clients in Westlake, OH. KeyBank offers a professional environment emphasizing ethical practices, innovation, and work-life balance. Apply now for KeyBank careers in banking jobs, private wealth management, and financial advisory roles.
Locations
- Westlake, Ohio, United States
Salary
80,000 - 120,000 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Excellent client relationship managementintermediate
- Superior partnering and collaboration skillsintermediate
- Deep knowledge of financial products and banking regulationsintermediate
- Excellent written and verbal communicationintermediate
- Active listening and emotional intelligenceintermediate
- Persuasive communication and influenceintermediate
- Analytical decision-makingintermediate
- Sales process and client service standardsintermediate
Required Qualifications
- Bachelor's Degree in business related field or equivalent work experience (experience)
- Minimum 3 years of financial services related experience (experience)
- FINRA License S7 (required) (experience)
- FINRA License S66 or S63 & S65 (required) (experience)
Responsibilities
- Identify opportunities to retain, expand and acquire client relationships
- Engage and coordinate extended advisory team based on client needs
- Develop comprehensive understanding of clients’ financial needs and goals
- Meet or exceed assigned individual sales goals
- Prepare and deliver in-person client presentations
- Participate in community organizations
- Maintain knowledge of financial wealth management products and competitors
- Collaborate with peers and cross-functional teams
Benefits
- general: Expert advice and personalized banking solutions
- general: Partnership with experienced Relationship Managers
- general: Professional development opportunities
- general: Community involvement and local impact
- general: Comprehensive sales support and tracking tools
Tags & Categories
Answer 10 quick questions to check your fit for Key Private Bank Associate Relationship Manager - Careers at KeyBank @ KeyBank.
Related Books and Jobs