Private Bank Sr Relationship Manager

Profile

Private Bank Sr Relationship Manager
Duties: Maintains and expands current client relationships. Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors and competitive products. Leads, coordinates, and assembles advisory team based on client needs. Acts as lead and/or client advocate/ representative on the assembled team. Employs and maintains a disciplined approach to prospecting and the client review process using designated tracking tools to document progress on the implementation of client strategies. Builds a prospect referral 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. Proactively provides client solutions by contacting leads identified in the Desktop. Develops a comprehensive understanding of client’s needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Desktop and personal meetings. Determines client needs and opportunities using the 13 wealth issues approach. Delivers distinctive service by completing annual relationship reviews with all “focus” clients, consistently updating the Desktop with current client data, call summaries, etc. Brings other relationship management team partners to the table to deepen the relationship based upon need and assessment. Prepares and delivers client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive contact. Promotes and cross-markets products and services to clients by keeping clients informed of products and services. Actively listens to concerns, presents a clear concise picture and provides the client with targeted solutions to close the sale. Maintains ongoing contact with new clients to ensure a consistently positive experience with Key. Aggressively grows and maintains a high net worth profitable book of business by successfully closing and maintaining deals to meet or exceed individual and District revenue, contribution, fee income, loans and deposit goals. Maintains all banking products, including credit while mitigating risk. Provides feedback to corporate partners regarding new product development.

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