Key Private Bank Sr Relationship Manager

Job Summary

Key Private Bank (KPB) is dedicated to serving clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Relationship Manager acts as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs.

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 the 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.
• Mets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals, and/or capturing new business growth.
• 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.

Qualifications

• Bachelor's degree in business related field or equivalent work experience (required)
• Master's degree in business related field (preferred)
• 7 years of demonstrated sales and business development experience with proven results required
• Licenses and Certifications: 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); Licensed Attorney/JD (varies by state) (preferred); Certified Wealth Strategist (CWS) (preferred)
• Tactical Skills: Ability to build trust by taking a proactive client-centric approach; Demonstrated expert functional knowledge of Investments, Trust, and Credit; ability to advise; Demonstrated expert 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: Supports a culture of collaboration and implements methods for people to come together to make decisions, solve problems, and develop products/service; establishes shared goals to foster collaboration and ensures everyone can access the same information and provide input; Critical Thinking: The ability to evaluate past performance for future insights, assess and validate options and predict their impact, and use effective critical thinking approaches, such as consulting, commanding, or obtaining consensus; Emotional Intelligence: Identifies non-verbal emotional indicators in others, their negative impact on results, and pursues action to mitigate them for improved success; illustrates best practices and rationale for organizations that successfully grow their EI capability; Empathy: Has the ability to quickly spot any discomfort and awkwardness prevailing in a group and demonstrates genuine care for other people; can easily put self in someone else’s shoes and provides emotional support or tangible assistance to others; Influence: Demonstrates the ability to influence and impact even when holding a position contrary to the majority through collaborative assessments that persuasively influence decision makers; may coach and advise on techniques to build rapport and commitment; Persuasion: Possesses a solid ability to use message tailoring and probing questions to garner support from various stakeholders; may coach others on improving their own tools and techniques for persuasion; Resilience: The ability to navigate a way out even when presented with multiple issues and repeated failures; may coach others and demonstrate how to build and practice resilience through mindfulness and related organizational interventions
• Physical Demands: General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.; Travel: Occasional travel to include overnight stay; Driving Requirements: Ability to routinely and frequently operate a motor vehicle with a valid driver's license.

Compensation and Benefits

This position is eligible to earn a base salary in the range of $112,000.00 - $210,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience, and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible.

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.