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 helping clients achieve their financial goals through innovative banking, borrowing, and investment solutions. Key Private Bank (KPB) specializes in serving high net worth individuals with personalized wealth management services. With a strong presence across the United States, KeyBank combines local market expertise with national resources to deliver exceptional client experiences.
Position Summary
Join Key Private Bank as a Relationship Manager in Albany, NY, and become the trusted advisor for high net worth clients. In this pivotal role, you'll develop and implement customized financial strategies, coordinate with specialized teams, and drive business growth through relationship expansion and new client acquisition. This hybrid sales position offers the perfect blend of client-facing work and strategic planning in a dynamic banking environment.
Key Responsibilities
- Serve as the primary client advisor, recommending comprehensive banking, borrowing, and investment solutions tailored to individual financial goals.
- Lead and coordinate extended advisory teams including trust, investment, and planning experts based on relationship complexity.
- Conduct thorough Relationship Reviews to capture client goals and create actionable financial plans.
- Deliver compelling client presentations and maintain proactive, regular contact to deepen relationships.
- Drive sales results by expanding existing books of business, closing referrals, and prospecting new opportunities.
- Engage in community organizations to source leads and demonstrate KeyBank's local commitment.
Required Qualifications
- Bachelor's degree in business or equivalent experience required; 5+ years of proven sales and business development success.
- FINRA S7 license required (S66 preferred) or S63/S65 combination; preferred certifications include CFP, CFA, CPA, CIMA.
- Advanced knowledge of investments, trust, credit products, and banking regulations.
- Strong client advisory skills with experience analyzing personal and commercial financial statements.
- Excellent communication skills and proficiency in PC applications; valid driver's license for occasional travel.
Why Join Us
At KeyBank, you'll thrive in a client-centric culture that values innovation, integrity, and community impact. Enjoy hybrid flexibility, competitive compensation, and endless opportunities for professional growth. Be part of a team dedicated to empowering high net worth clients while advancing your career in wealth management. Apply now to make a meaningful difference at Key Private Bank in Albany, NY.
Locations
- Albany, New York, 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 analysisintermediate
- Sales and business developmentintermediate
- Knowledge of investments, trust, and creditintermediate
- Consultative client advisoryintermediate
- Financial products and banking regulationsintermediate
- Verbal and written communicationintermediate
- PC proficiencyintermediate
Required Qualifications
- Bachelor's Degree in business related field (preferred) or equivalent experience (required) (experience)
- 5 years of demonstrated sales and business development experience with proven results (required) (experience)
- FINRA License S7 (required) and S66 (preferred) or S63 and S65 (preferred) (experience)
- Preferred certifications: CFP, CIMA, CPA, CFA, Certified Wealth Strategist, Licensed Attorney/JD (experience)
Responsibilities
- Act as primary client advisor recommending banking, borrowing, and investment solutions
- Develop comprehensive understanding of client needs through reviews and meetings
- Prepare and deliver client presentations and financial plans
- Meet or exceed sales goals by expanding relationships and capturing new business
- Prospect and maintain pipeline through internal/external referrals
- Participate in community organizations for business development
- Maintain knowledge of wealth management services and competitors
Benefits
- general: Competitive compensation package
- general: Hybrid work arrangement (Sales)
- general: Professional development opportunities
- general: Commitment to work-life balance
- general: Community involvement and impact
Tags & Categories
Answer 10 quick questions to check your fit for Key Private Bank Relationship Manager - Careers at KeyBank @ KeyBank.
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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 helping clients achieve their financial goals through innovative banking, borrowing, and investment solutions. Key Private Bank (KPB) specializes in serving high net worth individuals with personalized wealth management services. With a strong presence across the United States, KeyBank combines local market expertise with national resources to deliver exceptional client experiences.
Position Summary
Join Key Private Bank as a Relationship Manager in Albany, NY, and become the trusted advisor for high net worth clients. In this pivotal role, you'll develop and implement customized financial strategies, coordinate with specialized teams, and drive business growth through relationship expansion and new client acquisition. This hybrid sales position offers the perfect blend of client-facing work and strategic planning in a dynamic banking environment.
Key Responsibilities
- Serve as the primary client advisor, recommending comprehensive banking, borrowing, and investment solutions tailored to individual financial goals.
- Lead and coordinate extended advisory teams including trust, investment, and planning experts based on relationship complexity.
- Conduct thorough Relationship Reviews to capture client goals and create actionable financial plans.
- Deliver compelling client presentations and maintain proactive, regular contact to deepen relationships.
- Drive sales results by expanding existing books of business, closing referrals, and prospecting new opportunities.
- Engage in community organizations to source leads and demonstrate KeyBank's local commitment.
Required Qualifications
- Bachelor's degree in business or equivalent experience required; 5+ years of proven sales and business development success.
- FINRA S7 license required (S66 preferred) or S63/S65 combination; preferred certifications include CFP, CFA, CPA, CIMA.
- Advanced knowledge of investments, trust, credit products, and banking regulations.
- Strong client advisory skills with experience analyzing personal and commercial financial statements.
- Excellent communication skills and proficiency in PC applications; valid driver's license for occasional travel.
Why Join Us
At KeyBank, you'll thrive in a client-centric culture that values innovation, integrity, and community impact. Enjoy hybrid flexibility, competitive compensation, and endless opportunities for professional growth. Be part of a team dedicated to empowering high net worth clients while advancing your career in wealth management. Apply now to make a meaningful difference at Key Private Bank in Albany, NY.
Locations
- Albany, New York, 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 analysisintermediate
- Sales and business developmentintermediate
- Knowledge of investments, trust, and creditintermediate
- Consultative client advisoryintermediate
- Financial products and banking regulationsintermediate
- Verbal and written communicationintermediate
- PC proficiencyintermediate
Required Qualifications
- Bachelor's Degree in business related field (preferred) or equivalent experience (required) (experience)
- 5 years of demonstrated sales and business development experience with proven results (required) (experience)
- FINRA License S7 (required) and S66 (preferred) or S63 and S65 (preferred) (experience)
- Preferred certifications: CFP, CIMA, CPA, CFA, Certified Wealth Strategist, Licensed Attorney/JD (experience)
Responsibilities
- Act as primary client advisor recommending banking, borrowing, and investment solutions
- Develop comprehensive understanding of client needs through reviews and meetings
- Prepare and deliver client presentations and financial plans
- Meet or exceed sales goals by expanding relationships and capturing new business
- Prospect and maintain pipeline through internal/external referrals
- Participate in community organizations for business development
- Maintain knowledge of wealth management services and competitors
Benefits
- general: Competitive compensation package
- general: Hybrid work arrangement (Sales)
- general: Professional development opportunities
- general: Commitment to work-life balance
- general: Community involvement and impact
Tags & Categories
Answer 10 quick questions to check your fit for Key Private Bank Relationship Manager - Careers at KeyBank @ KeyBank.
Related Books and Jobs