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Key Private Bank Relationship Manager, New Plymouth

Last update 2024-04-12
Expires 2024-04-11
ID #2075681602
172,000 NZ$
Key Private Bank Relationship Manager, New Plymouth
New Zealand, Taranaki, New Plymouth,
Modified March 17, 2024

Description

Key Private Bank Relationship Manager page is loaded

Key Private Bank Relationship Manager

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locations

Plymouth Meeting, PA

time type

Full time

posted on

Posted 30+ Days Ago

job requisition id

R-21982

Location:
401 Plymouth Road - Plymouth Meeting, Pennsylvania 19462

Job Summary
Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. 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, and by coordinating with the extended KPB relationship team to execute and advise on the client's needs. The RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships.

Responsibilities
Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and planning strategists, based on complexity of the relationship.
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. Captures the client’s goals in a financial plan.
Prepares and delivers client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive, regular contact.
Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth.
Employs and maintains a disciplined approach to prospecting and maintains a pipeline by leveraging referrals from internal and external sources.
Actively participates in Community organizations to source business development opportunities and demonstrate Key’s commitment to the local community.
Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors and competitive products.
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all Key Bank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.

Education Qualifications
Bachelor's Degree in business related field or equivalent work experience (required)

Experience Qualifications
5+ years of demonstrated sales and business development experience with proven results (required)

Licenses and Certifications
FINRA Series 7 and 66 (or 63 & 65) (preferred)
Certified Financial Planner (CFP) (preferred)
Certified Investment Management Analyst (CIMA) (preferred)
Certified Public Accountant (CPA) (preferred)
Chartered Financial Analyst (CFA) (preferred)
Certified Wealth Strategist (preferred)
Licensed Attorney/JD (varies by state) (preferred)

Tactical Skills
Ability to build trust by taking a client centric approach
Demonstrated strong or advanced knowledge of Investments, Trust and Credit; ability to consult and prioritize client needs
Demonstrated in depth knowledge of financial products and banking regulations
Demonstrated strong client advisory skills
Demonstrated experience with and broad understanding of personal and commercial financial statements
Proven experience with and comprehensive understanding of consumer and commercial lending
Excellent verbal and written communication skills
Proficient in personal computer applications to drive results

Personal Skills
Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals
Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process
Emotional Intelligence: Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one’s own EI maturity
Empathy: Leverages active listening skills to understand others’ thoughts and emotions and evaluates everybody’s side of a disagreement before making decisions; imagines self in other’s place and appreciates diverging viewpoints
Influence: Develops basic persuasive arguments and utilizes active listening skills and probing techniques to surface opportunities to influence
Persuasion: Provides persuasive messages using well-reasoned arguments to address audience concerns or reactions; explains others’ viewpoints and asks questions to ensure mutual understanding
Resilience: The ability to remain unaffected by the moods and behaviors of others, while remaining empathetic, and demonstrate a strong sense of belief in one’s own abilities

Practical Skills
Business Acumen: Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes
Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures

Core Competencies
All Key Bank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.

Physical Demands
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional

lifting/pushing/pulling

of backpacks, computer bags up to 10 lbs.

Travel
Occasional travel to include overnight stay.

Driving Requirements
Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $92,000.00to $172,000.00 annually depending on location and job-related factors such as level of experience. Compensation for this role also includeseligibility forshort-term incentive compensation and deferred incentive compensation subject to individual and company performance.
Please click here

for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 02/16/2024

Key Corp is an Equal Opportunity and Affirmative Action Employer committed to

building a diverse, equitable and inclusive culture

. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability

,

veteran status or other protected category.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by

emailing

HR_Compliance@keybank.com

.

Headquartered in Cleveland, Ohio, Key Corp (Key) is one of the nation’s largest financial services companies. Key provides investment management, retail and commercial banking, consumer finance and investment banking products to individuals and companies throughout the United States and, for certain businesses, internationally.

At Key we’ve made a promise to our clients that they will always have a champion in us. To deliver on that promise, we’re committed to building a team of engaged employees who do the right thing for our clients and help them achieve their financial goals each and every day.

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Job details:

Job type: Full time
Contract type: Permanent
Salary type: Per annum
Occupation: Key private bank relationship manager

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