Private Banking Relationship Manager: Wealth Advisory
key bankPortland, ME
Private Banking Relationship Manager: Wealth Advisory
key bankPortland, ME
today
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsInvestment Fund ManagersIndustries
Commercial BankingPortfolio Management and Investment AdviceSavings Institutions and Other Depository Credit IntermediationAbout the role
KeyBank is seeking an Associate Relationship Manager for its Private Bank in Portland. The ARM will manage high-net-worth client relationships, identify growth opportunities, and work with senior Relationship Managers to achieve sales goals.
The role requires constructing financial plans and delivering tailored solutions. Candidates should have a Bachelor's in business or related field, 3 years in financial services, and FINRA S7 plus S66/S63 & S65 licenses.
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JOB OVERVIEW
Experience level
Senior
Location
Portland, ME
Occupation
Personal Financial Advisors
Industry
Commercial Banking
Posted
today
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