Key Private Bank Associate Relationship Manager

KeyCorp

Canfield, Ohio, US
Base: $80,000.00 - $150,000.00 annually; bonus/equ...
Hybrid
3 years financial services experience
Bachelor's degree in business field
High-net-worth client relationship management
The Associate Relationship Manager serves as the central point for managing and building relationships with high-net-worth clients to achieve individual sales goals

Job Summary

  • The Associate Relationship Manager serves as the central point for managing and building relationships with high-net-worth clients to achieve individual sales goals.
  • This role requires developing comprehensive financial plans by analyzing personal and business data gathered through reviews and CRM systems.
  • The position offers a base salary range of $80,000.00 to $150,000.00 annually plus eligibility for incentive compensation including production and discretionary incentives.

Matching Summary

The Associate Relationship Manager serves as the central point for managing and building relationships with high-net-worth clients to achieve individual sales goals.

Salary

Base: $80,000.00 - $150,000.00 annually; Bonus/Equity: Eligible for production, commission, and discretionary incentives; Benefits: Comprehensive benefits package eligible

Skills & Requirements

Must-have

  • 3 years financial services experience
  • Bachelor's degree in business field
  • High-net-worth client relationship management

Nice-to-have

  • FINRA S7, S66, S63, or S65 license preferred
  • Experience with credit teams and asset quality
  • Strong written and verbal communication skills

Key Requirements

  • Minimum 3 years financial services experience
  • Bachelor's Degree in business-related field
  • Valid driver's license required

Work Rights

Not specified

Tailored Resume

Cover Letter