Senior Private Bank Advisor — High Net Worth Wealth Growth
keycorpColumbus, OH
Senior Private Bank Advisor — High Net Worth Wealth Growth
keycorpColumbus, OH
today
Occupations
Personal Financial AdvisorsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelSecurities, Commodities, and Financial Services Sales AgentsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesCommercial BankingAbout the role
KeyCorp is seeking a Senior Private Bank Relationship Manager to serve high net worth clients, developing and implementing financial strategies and coordinating with the extended KPB team to meet client goals.
The RM builds trusted relationships, prepares client presentations, and drives growth by expanding existing business and capturing new referrals through internal and external partnerships.
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JOB OVERVIEW
Experience level
Senior
Location
Columbus, OH
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
today
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