Key Private Bank Senior Relationship Manager

Key Private Bank

Pepper Pike, Ohio, US
Base: $116,000.00 - $216,000.00 annually; bonus/eq...
Hybrid
7 years sales experience
High net worth client management
Financial planning and strategy
The Senior Relationship Manager acts as the primary advisor for high net worth clients, developing comprehensive financial strategies to meet their goals

Job Summary

  • The Senior Relationship Manager acts as the primary advisor for high net worth clients, developing comprehensive financial strategies to meet their goals.
  • This role requires leading an extended advisory team including trust, investment, and planning strategists to execute complex client needs.
  • The position offers a base salary range of $116,000.00 to $216,000.00 annually plus eligibility for incentive compensation.

Matching Summary

The Senior Relationship Manager acts as the primary advisor for high net worth clients, developing comprehensive financial strategies to meet their goals.

Salary

Base: $116,000.00 - $216,000.00 annually; Bonus/Equity: Eligible for production, commission, and discretionary incentives; Benefits: Comprehensive benefits package available

Skills & Requirements

Must-have

  • 7 years sales experience
  • High net worth client management
  • Financial planning and strategy

Nice-to-have

  • Proactive client centric approach
  • Community organization participation
  • Strong verbal communication skills

Key Requirements

  • Bachelor's degree in business field
  • Master's degree or equivalent experience
  • Minimum 7 years sales experience
  • FINRA S7 and S66 licenses preferred
  • Valid driver's license required

Work Rights

Not specified

Tailored Resume

Cover Letter