KPB Relationship Manager Westlake OH-1

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KPB Relationship Manager Westlake
The candidate 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 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 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. Meets or exceeds assigned individual sales goals which can include expanding existing client business, referrals and or new business growth. Provides feedback to corporate partners regarding new product development. MBA or Graduate Degree is preferred. CFP, J.D., CPA, CFA, CWS and or CIMA is preferred. Should have 5+ years of demonstrated sales and business development experience with proven results.

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