Key Private Bank Relationship Manager

Key Private Bank

Toledo, Ohio, US
Base: $94,000.00 - $175,000.00 annually; bonus/equ...
Hybrid
5 years sales experience
Bachelor's degree in business
High net worth client management
Key Private Bank is seeking a Key Private Bank Relationship Manager in Toledo, Ohio, to serve high net worth clients by providing personalized financial advice and solutions. The ideal candidate will have at least five years of sales and business development experience, along with strong advisory and client relationship skills

Job Summary

  • The Relationship Manager serves as the primary advisor for high net worth clients, developing personalized financial strategies to meet their goals.
  • This role requires collaborating with an extended team of trust, investment, and planning strategists to execute comprehensive solutions.
  • Compensation includes a base salary ranging from $94,000 to $175,000 plus eligibility for production commissions and discretionary incentives.

Matching Summary

Match Score: 85

Key Private Bank is seeking a Key Private Bank Relationship Manager in Toledo, Ohio, to serve high net worth clients by providing personalized financial advice and solutions. The ideal candidate will have at least five years of sales and business development experience, along with strong advisory and client relationship skills.

Salary

Base: $94,000.00 - $175,000.00 annually; Bonus/Equity: Eligible for production, commission, and discretionary incentives; Benefits: Comprehensive benefits package available

Skills & Requirements

Must-have

  • 5 years sales experience
  • Bachelor's degree in business
  • High net worth client management

Nice-to-have

  • Community organization participation
  • Consultative relationship building
  • Proactive prospecting strategies

Key Requirements

  • FINRA Series 7 and 66 licenses preferred
  • Certified Financial Planner (CFP) preferred
  • 5 years demonstrated sales experience required

Work Rights

Not specified

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