Key Private Bank Relationship Manager - Licensed

Key Private Bank

Albany, New York, US
Base: $96,000.00 - $181,000.00 annually; bonus/equ...
Hybrid
High-net-worth client service
Financial planning and advice
Investment and borrowing solutions
The Relationship Manager is at the center of the client promise, acting as the primary client advisor developing and implementing strategies based on the client's financial goals

Job Summary

  • The Relationship Manager is at the center of the client promise, acting as the primary client advisor developing and implementing strategies based on the client's financial goals.
  • Develops a comprehensive understanding of the client’s needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Customer Relationship Manager (CRM) system, and personal meetings.
  • Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.

Matching Summary

The Relationship Manager is at the center of the client promise, acting as the primary client advisor developing and implementing strategies based on the client's financial goals.

Salary

Base: $96,000.00 - $181,000.00 annually; Bonus/Equity: Eligibility for incentive compensation (production, commission, discretionary); Benefits: Not specified

Skills & Requirements

Must-have

  • High-net-worth client service
  • Financial planning and advice
  • Investment and borrowing solutions
  • Sales goal achievement
  • Client relationship building
  • Prospecting and pipeline management

Nice-to-have

  • Community involvement
  • Client-centric approach
  • Ethical business conduct

Key Requirements

  • Bachelor's Degree or equivalent work experience
  • 5 years sales and business development experience
  • FINRA Series 7 and 66 (or 63 & 65)
  • Resident State Insurance Licenses
  • Certified Financial Planner (CFP) preferred
  • Certified Investment Management Analyst (CIMA) preferred
  • Chartered Financial Analyst (CFA) preferred

Work Rights

Not specified

Tailored Resume

Cover Letter