Private Bank Relationship Manager

The Relationship Manager is the primary client advisor working to optimize client relationships and provide pertinent financial advice to meet client needs. This position is focused mainly on the acquisition of new Key Private Bank (KPB) relationships. In addition to having established Centers of Influence (COIs) in their market(s), KeyBank Relationship Managers develop new COIs in the market(s) including commercial banking, business banking, and retail that can be leveraged into profitable relationships. Leading the development and implementation of client strategy and vision, Relationship Managers coordinate the Key Private Bank relationship team to identify and prioritize critical client financial issues and advocate solutions that lead to the attainment of the clients’ financial aspirations and life goals.

Key Private Bank is honored to have received multiple prestigious awards for our wealth management solutions — ranging from best private wealth manager for client service from Private Asset Management Magazine, to private banking’s best overall performance. Key Family Wealth was also recognized by wealthmanagement.com, receiving its annual family office client initiative award. These accolades are a testament to Key Private Bank’s proven track record of providing our clients with outstanding service, expert advice and sound financial direction year after year.

Related Backgrounds

• Banking
• Financial services
• Registered investment advisors

Core Competencies

• Client Focus: A Relationship Manager is dedicated to meeting the expectations and requirements of internal and external clients; gets firsthand client information and uses it for improvements in products and services; acts with clients in mind; and establishes and maintains effective relationships with and gains their trust and respect.
• Strategic Agility: Sees ahead clearly; can anticipate future consequences and trends accurately; has broad knowledge and perspective; is future oriented; can articulately paint credible pictures and visions of possibilities and likelihoods; and can create competitive and breakthrough strategies and plans.
• Command Skills: Relishes leading; takes unpopular stands if necessary; encourages direct and tough debate but isn’t afraid to end it and move on; is looked to for direction in a crisis; faces adversity head on; and is  energized by tough challenges.
• Negotiating: Can negotiate skillfully in tough situations with both internal and external groups; can settle differences with minimum noise; can win concessions without damaging relationships; can be both direct and forceful as well as diplomatic; gains trust quickly from other parties to the negotiations; and has a good sense of timing.
• Building Effective Teams: Blends people into teams when needed; creates strong morale and spirit in his or her team; shares wins and successes; fosters open dialogue; lets people finish and be responsible for their work; defines successes in terms of the whole team; and creates a feeling of belonging in the team.
• Measuring and Managing Work: Clearly assigns responsibility for tasks and decisions; sets clear objectives and measures; monitors process, progress, and results; and designs feedback loops into work.