Key Private Bank Senior Relationship Manager - Careers at KeyBank
KeyBank
Key Private Bank Senior Relationship Manager - Careers at KeyBank
Job Description
About KeyBank
KeyBank is a leading national bank committed to empowering clients with innovative financial solutions. Key Private Bank (KPB) specializes in serving high net worth individuals with personalized banking, borrowing, and investment strategies. Join our team at 726 Exchange Street in Buffalo, NY, and become part of a dynamic organization dedicated to client success and community impact.
Position Summary
The Key Private Bank Senior Relationship Manager is the cornerstone of our client experience, serving as the primary advisor for high net worth clients. In this senior role, you'll develop and implement tailored financial strategies, coordinate with expert teams including trust, investment, and planning specialists, and drive business growth through relationship expansion and new client acquisition. This full-time position offers the opportunity to leverage your expertise in wealth management while contributing to KeyBank's mission of exceptional client service.
Key Responsibilities
- Recommend comprehensive banking, borrowing, and investment solutions aligned with client financial goals.
- Lead and assemble extended advisory teams based on relationship complexity.
- Conduct thorough Relationship Reviews to capture client goals in actionable financial plans.
- Deliver compelling client presentations and maintain proactive, consultative contact.
- Achieve sales targets through portfolio expansion, referrals, and new business development.
- Prospect strategically using internal and external networks while engaging in community organizations.
- Stay ahead of industry trends, competitors, and regulatory changes.
Required Qualifications
- 7+ years of proven sales and business development experience in financial services.
- Bachelor's degree in business or equivalent; Master's degree preferred.
- FINRA S7 license required; S66/S63/S65 preferred. Certifications like CFP, CFA, CPA, CIMA, or CWS highly valued.
- Demonstrated expertise in investments, trust, credit, and financial products.
- Exceptional communication skills and proficiency in financial analysis and PC applications.
- Valid driver's license for occasional travel; ability to operate motor vehicle.
Why Join Us
At KeyBank, you'll thrive in a supportive environment that values innovation, integrity, and client-centricity. Enjoy competitive compensation, professional growth opportunities, and the chance to make a meaningful impact in Buffalo's vibrant community. Our core values drive everything we do, offering a rewarding career where your expertise shapes client futures. Apply now for Key Private Bank Senior Relationship Manager jobs in Buffalo, NY, and elevate your career with KeyBank.
Locations
- Buffalo, New York, United States
Salary
120,000 - 200,000 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Building client trust through proactive client-centric approachintermediate
- Expert knowledge of Investments, Trust, and Creditintermediate
- Expert knowledge of financial products and banking regulationsintermediate
- Strong client advisory skillsintermediate
- Understanding of personal and commercial financial statementsintermediate
- Experience with consumer or commercial lendingintermediate
- Excellent verbal and written communicationintermediate
- Proficiency in personal computer applicationsintermediate
Required Qualifications
- Bachelor's Degree in business related field or equivalent work experience (preferred); Master's Degree (preferred) (experience)
- 7+ years of demonstrated sales and business development experience with proven results (experience)
- FINRA License S7 (required) and S66 (preferred) or S63 and S65 (preferred) (experience)
- Preferred certifications: CFP, CIMA, CPA, CFA, Licensed Attorney/JD, CWS (experience)
Responsibilities
- Act as primary client advisor recommending banking, borrowing, and investment solutions
- Develop comprehensive understanding of client needs and create financial plans
- Prepare and deliver client presentations and maintain proactive contact
- Meet or exceed sales goals by expanding relationships and capturing new business
- Maintain prospecting pipeline through internal/external referrals
- Participate in community organizations for business development
- Maintain in-depth knowledge of wealth management services and competitors
Benefits
- general: Competitive compensation and performance-based incentives
- general: Comprehensive professional development opportunities
- general: Collaborative team environment with extended advisory support
- general: Commitment to community involvement and local impact
- general: Modern office environment with flexible work options
Tags & Categories
Answer 10 quick questions to check your fit for Key Private Bank Senior Relationship Manager - Careers at KeyBank @ KeyBank.
Related Books and Jobs
Key Private Bank Senior Relationship Manager - Careers at KeyBank
KeyBank
Key Private Bank Senior Relationship Manager - Careers at KeyBank
Job Description
About KeyBank
KeyBank is a leading national bank committed to empowering clients with innovative financial solutions. Key Private Bank (KPB) specializes in serving high net worth individuals with personalized banking, borrowing, and investment strategies. Join our team at 726 Exchange Street in Buffalo, NY, and become part of a dynamic organization dedicated to client success and community impact.
Position Summary
The Key Private Bank Senior Relationship Manager is the cornerstone of our client experience, serving as the primary advisor for high net worth clients. In this senior role, you'll develop and implement tailored financial strategies, coordinate with expert teams including trust, investment, and planning specialists, and drive business growth through relationship expansion and new client acquisition. This full-time position offers the opportunity to leverage your expertise in wealth management while contributing to KeyBank's mission of exceptional client service.
Key Responsibilities
- Recommend comprehensive banking, borrowing, and investment solutions aligned with client financial goals.
- Lead and assemble extended advisory teams based on relationship complexity.
- Conduct thorough Relationship Reviews to capture client goals in actionable financial plans.
- Deliver compelling client presentations and maintain proactive, consultative contact.
- Achieve sales targets through portfolio expansion, referrals, and new business development.
- Prospect strategically using internal and external networks while engaging in community organizations.
- Stay ahead of industry trends, competitors, and regulatory changes.
Required Qualifications
- 7+ years of proven sales and business development experience in financial services.
- Bachelor's degree in business or equivalent; Master's degree preferred.
- FINRA S7 license required; S66/S63/S65 preferred. Certifications like CFP, CFA, CPA, CIMA, or CWS highly valued.
- Demonstrated expertise in investments, trust, credit, and financial products.
- Exceptional communication skills and proficiency in financial analysis and PC applications.
- Valid driver's license for occasional travel; ability to operate motor vehicle.
Why Join Us
At KeyBank, you'll thrive in a supportive environment that values innovation, integrity, and client-centricity. Enjoy competitive compensation, professional growth opportunities, and the chance to make a meaningful impact in Buffalo's vibrant community. Our core values drive everything we do, offering a rewarding career where your expertise shapes client futures. Apply now for Key Private Bank Senior Relationship Manager jobs in Buffalo, NY, and elevate your career with KeyBank.
Locations
- Buffalo, New York, United States
Salary
120,000 - 200,000 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Building client trust through proactive client-centric approachintermediate
- Expert knowledge of Investments, Trust, and Creditintermediate
- Expert knowledge of financial products and banking regulationsintermediate
- Strong client advisory skillsintermediate
- Understanding of personal and commercial financial statementsintermediate
- Experience with consumer or commercial lendingintermediate
- Excellent verbal and written communicationintermediate
- Proficiency in personal computer applicationsintermediate
Required Qualifications
- Bachelor's Degree in business related field or equivalent work experience (preferred); Master's Degree (preferred) (experience)
- 7+ years of demonstrated sales and business development experience with proven results (experience)
- FINRA License S7 (required) and S66 (preferred) or S63 and S65 (preferred) (experience)
- Preferred certifications: CFP, CIMA, CPA, CFA, Licensed Attorney/JD, CWS (experience)
Responsibilities
- Act as primary client advisor recommending banking, borrowing, and investment solutions
- Develop comprehensive understanding of client needs and create financial plans
- Prepare and deliver client presentations and maintain proactive contact
- Meet or exceed sales goals by expanding relationships and capturing new business
- Maintain prospecting pipeline through internal/external referrals
- Participate in community organizations for business development
- Maintain in-depth knowledge of wealth management services and competitors
Benefits
- general: Competitive compensation and performance-based incentives
- general: Comprehensive professional development opportunities
- general: Collaborative team environment with extended advisory support
- general: Commitment to community involvement and local impact
- general: Modern office environment with flexible work options
Tags & Categories
Answer 10 quick questions to check your fit for Key Private Bank Senior Relationship Manager - Careers at KeyBank @ KeyBank.
Related Books and Jobs