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 clients
Financial goals
Sales goals
The Relationship Manager is at the center of this 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 this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals.
  • Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth.
  • This position is eligible to earn a base salary in the range of $96,000.00 - $181,000.00 annually.

Matching Summary

The Relationship Manager is at the center of this 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; Benefits: Not specified

Skills & Requirements

Must-have

  • high-net-worth clients
  • financial goals
  • sales goals
  • pipeline management
  • wealth management products

Nice-to-have

  • client centric approach
  • consultative review
  • community organizations
  • collaboration
  • emotional intelligence

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
  • Licensed

Work Rights

Not specified

Tailored Resume

Cover Letter