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 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 in Naples, Florida, KeyBank offers a dynamic environment for professionals passionate about private banking and client success.
Position Summary
The Key Private Bank Senior Relationship Manager in Naples, FL, serves as the primary advisor for high net worth clients. This senior role involves developing tailored financial strategies, coordinating with expert teams, and driving business growth through relationship expansion and new client acquisition. Join our team at 3777 Tamiami North and play a pivotal role in delivering exceptional wealth management services.
Key Responsibilities
- Lead as the primary client advisor, recommending comprehensive banking, borrowing, and investment solutions aligned with client goals.
- Assemble and coordinate extended advisory teams including trust, investment, and planning specialists.
- Conduct thorough relationship reviews, analyze financial data, and create personalized financial plans.
- Deliver compelling client presentations and maintain proactive, regular contact.
- Achieve sales targets by deepening existing relationships and securing new business from referrals.
- Build and manage a robust prospecting pipeline through internal and external partnerships.
- Engage in community organizations to source opportunities and strengthen KeyBank's local presence.
Required Qualifications
Education: Bachelor's degree in business or equivalent experience (required); Master's degree preferred.
Experience: 7+ years of proven sales and business development in wealth management.
Licenses/Certifications: FINRA Series 7 & 66 (preferred), CFP, CFA, CPA, CIMA, CWS, or JD.
Key Skills: Expert knowledge of investments, trust, credit, and financial products; strong client advisory and communication skills; proficiency in financial analysis and PC applications; collaboration, critical thinking, and emotional intelligence.
Why Join Us
At KeyBank, you'll thrive in a client-centric culture that values collaboration, innovation, and community impact. This Senior Relationship Manager role offers the chance to work with high net worth clients, leverage cutting-edge tools, and advance your career in private banking. Enjoy competitive compensation, professional growth opportunities, and the satisfaction of making a meaningful difference in clients' financial futures. Apply now for this exciting KeyBank career in Naples, FL!
Locations
- Naples, Florida, United States
Salary
150,000 - 250,000 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
- Investments and trust expertiseintermediate
- Credit and lending knowledgeintermediate
- Prospecting and pipeline managementintermediate
- Community engagementintermediate
- Financial product knowledgeintermediate
- Excellent communication skillsintermediate
- Critical thinking and emotional intelligenceintermediate
Required Qualifications
- Bachelor's Degree in business related field or equivalent work experience (required) (experience)
- Master's Degree in business related field (preferred) (experience)
- 7 years of demonstrated sales and business development experience with proven results (experience)
- FINRA Series 7 and 66 (or 63 & 65) (preferred) (experience)
- Certified Financial Planner (CFP), CFA, CPA, CIMA, CWS, or JD (preferred) (experience)
Responsibilities
- Act as primary client advisor recommending banking, borrowing, and investment solutions
- Develop comprehensive understanding of client needs through reviews and financial planning
- Prepare and deliver client presentations and consultative reviews
- Meet or exceed sales goals by expanding relationships and capturing new business
- Maintain disciplined prospecting pipeline leveraging internal and external referrals
- Participate in community organizations for business development
- Maintain in-depth knowledge of wealth management services and competitors
- Coordinate extended advisory team including trust, investment, and planning strategists
Benefits
- general: Expert advice and personalized banking solutions
- general: Career growth in private banking
- general: Collaborative team environment
- general: Community involvement opportunities
- general: Professional development support
- general: Competitive compensation package
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 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 in Naples, Florida, KeyBank offers a dynamic environment for professionals passionate about private banking and client success.
Position Summary
The Key Private Bank Senior Relationship Manager in Naples, FL, serves as the primary advisor for high net worth clients. This senior role involves developing tailored financial strategies, coordinating with expert teams, and driving business growth through relationship expansion and new client acquisition. Join our team at 3777 Tamiami North and play a pivotal role in delivering exceptional wealth management services.
Key Responsibilities
- Lead as the primary client advisor, recommending comprehensive banking, borrowing, and investment solutions aligned with client goals.
- Assemble and coordinate extended advisory teams including trust, investment, and planning specialists.
- Conduct thorough relationship reviews, analyze financial data, and create personalized financial plans.
- Deliver compelling client presentations and maintain proactive, regular contact.
- Achieve sales targets by deepening existing relationships and securing new business from referrals.
- Build and manage a robust prospecting pipeline through internal and external partnerships.
- Engage in community organizations to source opportunities and strengthen KeyBank's local presence.
Required Qualifications
Education: Bachelor's degree in business or equivalent experience (required); Master's degree preferred.
Experience: 7+ years of proven sales and business development in wealth management.
Licenses/Certifications: FINRA Series 7 & 66 (preferred), CFP, CFA, CPA, CIMA, CWS, or JD.
Key Skills: Expert knowledge of investments, trust, credit, and financial products; strong client advisory and communication skills; proficiency in financial analysis and PC applications; collaboration, critical thinking, and emotional intelligence.
Why Join Us
At KeyBank, you'll thrive in a client-centric culture that values collaboration, innovation, and community impact. This Senior Relationship Manager role offers the chance to work with high net worth clients, leverage cutting-edge tools, and advance your career in private banking. Enjoy competitive compensation, professional growth opportunities, and the satisfaction of making a meaningful difference in clients' financial futures. Apply now for this exciting KeyBank career in Naples, FL!
Locations
- Naples, Florida, United States
Salary
150,000 - 250,000 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
- Investments and trust expertiseintermediate
- Credit and lending knowledgeintermediate
- Prospecting and pipeline managementintermediate
- Community engagementintermediate
- Financial product knowledgeintermediate
- Excellent communication skillsintermediate
- Critical thinking and emotional intelligenceintermediate
Required Qualifications
- Bachelor's Degree in business related field or equivalent work experience (required) (experience)
- Master's Degree in business related field (preferred) (experience)
- 7 years of demonstrated sales and business development experience with proven results (experience)
- FINRA Series 7 and 66 (or 63 & 65) (preferred) (experience)
- Certified Financial Planner (CFP), CFA, CPA, CIMA, CWS, or JD (preferred) (experience)
Responsibilities
- Act as primary client advisor recommending banking, borrowing, and investment solutions
- Develop comprehensive understanding of client needs through reviews and financial planning
- Prepare and deliver client presentations and consultative reviews
- Meet or exceed sales goals by expanding relationships and capturing new business
- Maintain disciplined prospecting pipeline leveraging internal and external referrals
- Participate in community organizations for business development
- Maintain in-depth knowledge of wealth management services and competitors
- Coordinate extended advisory team including trust, investment, and planning strategists
Benefits
- general: Expert advice and personalized banking solutions
- general: Career growth in private banking
- general: Collaborative team environment
- general: Community involvement opportunities
- general: Professional development support
- general: Competitive compensation package
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