Private Bank Relationship Manager

Profile

Private Bank Relationship Manager

The candidate leads the development and implementation of client strategy and vision by coordinating the Key Private Bank (KPB) relationship team in the identification and prioritization of critical client financial issues and advocating solutions that lead to the attainment of the clients’ financial aspirations and lifetime goals. Identifies/refers cross-marketing opportunities to fulfill specialized needs. Develops strategic relationships with the firm lines of business to effectively refer business and leverage partnerships to deepen and enrich the client experience. Collaborates and performs as part of the relationship management team to execute the client strategy. Works closely with the Client Experience Manager to deliver the full KPB Client Experience to all assigned Focus relationships. Works closely with the Associate Relationship Manager assigned to their clients to assist with sales opportunities and provide coaching. 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 assembled team. Employs and maintains a disciplined approach to prospecting and the client review process using designated tracking tools to document progress on 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 the firm'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 updates 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. Presents at seminars internally for Key as well as for external organizations. 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. Undergraduate degree in business related field or equivalent work experience is required. CFP, JD, CPA, CFA, CWS and or CIMA is preferred. MBA or Graduate Degree is preferred. Should have 5+ years of demonstrated sales and business development experience with proven results.

Additional Information

Job requisition ID: R-14161

Company info

KeyCorp.
702 W Idaho St
Boise
Idaho
United States 83702
Website : http://www.key.com