Key Private Bank Senior Relationship Manager - Licensed - Careers at KeyBank
KeyBank
Key Private Bank Senior Relationship Manager - Licensed - 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 communities across the United States, KeyBank combines local expertise with national resources to deliver exceptional client experiences.
Position Summary
Join Key Private Bank as a Senior Relationship Manager - Licensed in Salt Lake City, UT. This pivotal role positions you as the primary advisor for high net worth clients, developing customized financial strategies and coordinating with expert teams to deliver comprehensive solutions. Leverage your sales expertise and financial knowledge to deepen relationships, acquire new clients, and drive business growth in a dynamic, client-centric environment.
Key Responsibilities
- Serve as the lead client advisor, assembling extended teams of trust, investment, and planning specialists
- Conduct thorough relationship reviews and financial analysis to capture client goals in actionable plans
- Deliver compelling presentations and maintain proactive client communication
- Achieve sales targets through relationship expansion, referral closure, and new business development
- Build and maintain a robust prospecting pipeline through internal and external networking
- Engage in community organizations to source opportunities and strengthen KeyBank's local presence
Required Qualifications
- Bachelor's degree in business or equivalent experience; Master's degree preferred
- 7+ years of proven sales and business development success
- Active FINRA Series 7 and 66 (or 63 & 65) licenses
- Resident State Insurance Licenses (Life, Variable, Accident/Health)
- Expert knowledge of investments, trust, credit products, and banking regulations
- Strong analytical skills with personal and commercial financial statements
- Excellent communication, collaboration, and influence abilities
Why Join Us
At KeyBank, you'll thrive in a supportive culture that values innovation, client success, and community impact. Enjoy competitive compensation, professional growth opportunities, and the chance to work with high net worth clients while making a difference in Salt Lake City. KeyBank offers a modern office at 36 South State Street, occasional travel opportunities, and a commitment to work-life balance. Apply now to advance your career in private banking with a trusted industry leader.
Locations
- Salt Lake City, Utah, 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
- Client Relationship Managementintermediate
- Financial Planning and Advisoryintermediate
- Sales and Business Developmentintermediate
- Investment and Wealth Managementintermediate
- Credit and Lending Expertiseintermediate
- Prospecting and Networkingintermediate
- Financial Analysisintermediate
- Regulatory Complianceintermediate
Required Qualifications
- Bachelor's Degree in business related field or equivalent work experience (required) (experience)
- 7 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 to achieve client financial goals
- Develop comprehensive understanding of client needs through financial data analysis and create financial plans
- Prepare and deliver client presentations and maintain proactive, regular contact
- Meet or exceed sales goals by expanding relationships, closing referrals, and capturing new business
- Maintain prospecting pipeline leveraging internal and external referrals
- Participate in community organizations for business development
- Maintain in-depth knowledge of wealth management products, 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: Community involvement and local impact opportunities
- 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 - Licensed - Careers at KeyBank @ KeyBank.
Related Books and Jobs
Key Private Bank Senior Relationship Manager - Licensed - Careers at KeyBank
KeyBank
Key Private Bank Senior Relationship Manager - Licensed - 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 communities across the United States, KeyBank combines local expertise with national resources to deliver exceptional client experiences.
Position Summary
Join Key Private Bank as a Senior Relationship Manager - Licensed in Salt Lake City, UT. This pivotal role positions you as the primary advisor for high net worth clients, developing customized financial strategies and coordinating with expert teams to deliver comprehensive solutions. Leverage your sales expertise and financial knowledge to deepen relationships, acquire new clients, and drive business growth in a dynamic, client-centric environment.
Key Responsibilities
- Serve as the lead client advisor, assembling extended teams of trust, investment, and planning specialists
- Conduct thorough relationship reviews and financial analysis to capture client goals in actionable plans
- Deliver compelling presentations and maintain proactive client communication
- Achieve sales targets through relationship expansion, referral closure, and new business development
- Build and maintain a robust prospecting pipeline through internal and external networking
- Engage in community organizations to source opportunities and strengthen KeyBank's local presence
Required Qualifications
- Bachelor's degree in business or equivalent experience; Master's degree preferred
- 7+ years of proven sales and business development success
- Active FINRA Series 7 and 66 (or 63 & 65) licenses
- Resident State Insurance Licenses (Life, Variable, Accident/Health)
- Expert knowledge of investments, trust, credit products, and banking regulations
- Strong analytical skills with personal and commercial financial statements
- Excellent communication, collaboration, and influence abilities
Why Join Us
At KeyBank, you'll thrive in a supportive culture that values innovation, client success, and community impact. Enjoy competitive compensation, professional growth opportunities, and the chance to work with high net worth clients while making a difference in Salt Lake City. KeyBank offers a modern office at 36 South State Street, occasional travel opportunities, and a commitment to work-life balance. Apply now to advance your career in private banking with a trusted industry leader.
Locations
- Salt Lake City, Utah, 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
- Client Relationship Managementintermediate
- Financial Planning and Advisoryintermediate
- Sales and Business Developmentintermediate
- Investment and Wealth Managementintermediate
- Credit and Lending Expertiseintermediate
- Prospecting and Networkingintermediate
- Financial Analysisintermediate
- Regulatory Complianceintermediate
Required Qualifications
- Bachelor's Degree in business related field or equivalent work experience (required) (experience)
- 7 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 to achieve client financial goals
- Develop comprehensive understanding of client needs through financial data analysis and create financial plans
- Prepare and deliver client presentations and maintain proactive, regular contact
- Meet or exceed sales goals by expanding relationships, closing referrals, and capturing new business
- Maintain prospecting pipeline leveraging internal and external referrals
- Participate in community organizations for business development
- Maintain in-depth knowledge of wealth management products, 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: Community involvement and local impact opportunities
- 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 - Licensed - Careers at KeyBank @ KeyBank.
Related Books and Jobs