Key Private Bank Licensed Relationship Manager

KeyBank NA • Westlake, OH • 1d ago

Location:
166 Crocker Park Boulevard - Westlake, Ohio 44145
Job Summary
Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by coordinating with the extended KPB relationship team to execute and advise on the client's needs. The RM is responsible for serving high-net-worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships.
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 and brokerage investment advisory 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.
Education Qualifications
Bachelor's Degree in business related field or equivalent work experience (required)
Experience Qualifications
5 years of demonstrated sales and business development experience with proven results (required)
Licenses and Certifications
Certified Financial Planner (CFP) (preferred)
Certified Investment Management Analyst (CIMA) (preferred)
Chartered Financial Analyst (CFA) (preferred)
FINRA Series 7 and 66 (or 63 & 65) (required) and
Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) (required)
Tactical Skills
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 or commercial lending
Excellent verbal and written communication skills
Proficient in personal computer applications to drive results
Personal Skills
Collaboration
Critical Thinking
Emotional Intelligence
Empathy
Influen

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