Key Private Bank Relationship Manager - Careers at KeyBank
KeyBank
Key Private Bank 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 investments. With a focus on client-centric strategies, KeyBank fosters long-term relationships and community impact across the United States.
Position Summary
The Key Private Bank Relationship Manager in Akron, OH, serves as the primary advisor for high-net-worth clients. This role involves developing tailored financial strategies, coordinating with trust, investment, and planning experts, and driving business growth through existing relationships and new acquisitions. Join our team at 219 South Main Street to deliver exceptional wealth management services.
Key Responsibilities
- Recommend banking, borrowing, and investment solutions aligned with client goals.
- Lead advisory teams and conduct comprehensive relationship reviews.
- Deliver consultative presentations and maintain proactive client contact.
- Achieve sales targets by expanding relationships and prospecting new opportunities.
- Engage in community organizations to source leads and demonstrate commitment.
- Stay updated on wealth management products, regulations, and competitors.
Required Qualifications
Education: Bachelor's Degree in business or equivalent experience.
Experience: 5+ years in sales and business development.
Licenses: FINRA Series 7 & 66 (or 63/65), state insurance licenses required; CFP, CIMA, or CFA preferred.
Skills: Client advisory expertise, financial statement analysis, lending knowledge, strong communication, and PC proficiency. Personal attributes include collaboration, critical thinking, emotional intelligence, and resilience.
Physical Demands & Travel
Office-based with prolonged sitting, PC use, and occasional travel/overnight stays. Driving may be required.
Why Join Us
At KeyBank, you'll thrive in a supportive environment that values innovation, ethics, and client success. Enjoy career advancement in private banking, community involvement in Akron, and the chance to make a real impact on high-net-worth clients. KeyBank offers a collaborative culture, professional growth, and commitment to diversity. Apply now for this full-time, mid-level opportunity in wealth management and elevate your career with a trusted financial leader.
Locations
- Akron, Ohio, United States
Salary
100,000 - 150,000 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Client relationship managementintermediate
- Financial planning and advisoryintermediate
- Sales and business developmentintermediate
- Investment and trust knowledgeintermediate
- Credit and lending expertiseintermediate
- Prospecting and pipeline managementintermediate
- Community engagementintermediate
- Regulatory complianceintermediate
Required Qualifications
- Bachelor's Degree in business related field or equivalent work experience (required) (experience)
- 5 years of demonstrated sales and business development experience with proven results (required) (experience)
- FINRA Series 7 and 66 (or 63 & 65) (required) (experience)
- Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) (required) (experience)
- Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), or Chartered Financial Analyst (CFA) (preferred) (experience)
Responsibilities
- Act as primary client advisor recommending banking, borrowing, and investment solutions
- Develop comprehensive understanding of client needs through reviews, CRM, and meetings
- Prepare and deliver client presentations and financial plans
- Meet or exceed sales goals by expanding relationships and capturing new business
- Maintain prospecting pipeline through internal and external referrals
- Participate in community organizations for business development
- Maintain knowledge of wealth management products and competitors
- Comply with all KeyBank policies and procedures
Benefits
- general: Expert advice and personalized banking solutions
- general: Collaborative team environment with extended advisory support
- general: Professional development opportunities
- general: Community involvement and local impact
- general: Competitive compensation and career growth in private banking
Tags & Categories
Answer 10 quick questions to check your fit for Key Private Bank Relationship Manager - Careers at KeyBank @ KeyBank.
Related Books and Jobs
Key Private Bank Relationship Manager - Careers at KeyBank
KeyBank
Key Private Bank 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 investments. With a focus on client-centric strategies, KeyBank fosters long-term relationships and community impact across the United States.
Position Summary
The Key Private Bank Relationship Manager in Akron, OH, serves as the primary advisor for high-net-worth clients. This role involves developing tailored financial strategies, coordinating with trust, investment, and planning experts, and driving business growth through existing relationships and new acquisitions. Join our team at 219 South Main Street to deliver exceptional wealth management services.
Key Responsibilities
- Recommend banking, borrowing, and investment solutions aligned with client goals.
- Lead advisory teams and conduct comprehensive relationship reviews.
- Deliver consultative presentations and maintain proactive client contact.
- Achieve sales targets by expanding relationships and prospecting new opportunities.
- Engage in community organizations to source leads and demonstrate commitment.
- Stay updated on wealth management products, regulations, and competitors.
Required Qualifications
Education: Bachelor's Degree in business or equivalent experience.
Experience: 5+ years in sales and business development.
Licenses: FINRA Series 7 & 66 (or 63/65), state insurance licenses required; CFP, CIMA, or CFA preferred.
Skills: Client advisory expertise, financial statement analysis, lending knowledge, strong communication, and PC proficiency. Personal attributes include collaboration, critical thinking, emotional intelligence, and resilience.
Physical Demands & Travel
Office-based with prolonged sitting, PC use, and occasional travel/overnight stays. Driving may be required.
Why Join Us
At KeyBank, you'll thrive in a supportive environment that values innovation, ethics, and client success. Enjoy career advancement in private banking, community involvement in Akron, and the chance to make a real impact on high-net-worth clients. KeyBank offers a collaborative culture, professional growth, and commitment to diversity. Apply now for this full-time, mid-level opportunity in wealth management and elevate your career with a trusted financial leader.
Locations
- Akron, Ohio, United States
Salary
100,000 - 150,000 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Client relationship managementintermediate
- Financial planning and advisoryintermediate
- Sales and business developmentintermediate
- Investment and trust knowledgeintermediate
- Credit and lending expertiseintermediate
- Prospecting and pipeline managementintermediate
- Community engagementintermediate
- Regulatory complianceintermediate
Required Qualifications
- Bachelor's Degree in business related field or equivalent work experience (required) (experience)
- 5 years of demonstrated sales and business development experience with proven results (required) (experience)
- FINRA Series 7 and 66 (or 63 & 65) (required) (experience)
- Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) (required) (experience)
- Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), or Chartered Financial Analyst (CFA) (preferred) (experience)
Responsibilities
- Act as primary client advisor recommending banking, borrowing, and investment solutions
- Develop comprehensive understanding of client needs through reviews, CRM, and meetings
- Prepare and deliver client presentations and financial plans
- Meet or exceed sales goals by expanding relationships and capturing new business
- Maintain prospecting pipeline through internal and external referrals
- Participate in community organizations for business development
- Maintain knowledge of wealth management products and competitors
- Comply with all KeyBank policies and procedures
Benefits
- general: Expert advice and personalized banking solutions
- general: Collaborative team environment with extended advisory support
- general: Professional development opportunities
- general: Community involvement and local impact
- general: Competitive compensation and career growth in private banking
Tags & Categories
Answer 10 quick questions to check your fit for Key Private Bank Relationship Manager - Careers at KeyBank @ KeyBank.
Related Books and Jobs