Key Private Bank Relationship Manager

Key Private Bank Relationship Manager

Requirements

• Bachelor’s degree in business related field or equivalent work experience (required)
• 5 years of demonstrated sales and business development experience with proven results (required)
• FINRA Series 7 and 66 (or 63 & 65) (preferred)
• Certified Financial Planner (CFP) (preferred)
• Certified Investment Management Analyst (CIMA) (preferred)
• Certified Public Accountant (CPA) (preferred)
• Chartered Financial Analyst (CFA) (preferred)
• Certified Wealth Strategist (preferred)
• Licensed Attorney/JD (varies by state) (preferred)
• Ability to build trust by taking a client centric approach
• Demonstrated strong or advanced knowledge of Investments, Trust and Credit; ability to consult and prioritize client needs
• Demonstrated in depth knowledge of financial products and banking regulations
• Demonstrated strong client advisory skills
• Demonstrated experience with and broad understanding of personal and commercial financial statements
• Proven experience with and comprehensive understanding of consumer and commercial lending
• Excellent verbal and written communication skills
• Proficient in personal computer applications to drive results

Responsibilities

• Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and planning strategists, based on complexity of the relationship.
• Develops a comprehensive understanding of the client’s needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Customer Relationship Manager (CRM) system, and personal meetings. Captures the client’s goals in a financial plan.
• Prepares and delivers client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive, regular contact.
• Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth.
• Employs and maintains a disciplined approach to prospecting and maintains a pipeline by leveraging referrals from internal and external sources.
• Actively participates in Community organizations to source business development opportunities and demonstrate Key’s commitment to the local community.
• Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors and competitive products.
• Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice.
• Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.

Preferred Qualifications

• FINRA Series 7 and 66 (or 63 & 65) (preferred)
• Certified Financial Planner (CFP) (preferred)
• Certified Investment Management Analyst (CIMA) (preferred)
• Certified Public Accountant (CPA) (preferred)
• Chartered Financial Analyst (CFA) (preferred)
• Certified Wealth Strategist (preferred)
• Licensed Attorney/JD (varies by state) (preferred)