Key Private Bank Associate Relationship Manager
Overview
Key Private Bank seeks an Associate Relationship Manager to lead client relationships and drive revenue. This role focuses on identifying growth opportunities and expanding client bases. The ideal candidate excels in consultative selling and client advocacy. Responsibilities include developing financial plans and maintaining CRM documentation. Closing sales targets requires strong analytical and interpersonal abilities.
What You'll Do11
- 1Identify retention expansion and acquisition opportunities within client portfolios
- 2Gather client data and consult with team members to recommend tailored solutions
- 3Coordinate extended advisory teams based on specific client needs
- 4Act as client advocate while collaborating with senior Relationship Managers
- 5Develop comprehensive understanding of client financial goals through reviews and meetings
- 6Capture client objectives in detailed financial plans
- 7Maintain disciplined client review processes using designated tracking tools
- 8Meet sales goals by growing existing relationships and capturing new business
- 9Prepare and deliver in-person client presentations showcasing financial solutions
- 10Participate in community organizations to reflect Key's values
- 11Perform other duties as assigned
Requirements5
- 1Excellent client relationship and superior partnering skills
- 2Deep knowledge of financial wealth management and brokerage advisory services
- 3Understanding of competitors and market offerings
- 43+ years financial services experience required
- 5Licenses and certifications including FINRA licenses S7 S66 S63 preferred
Salary Insight
Salary not disclosed in listing
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