Verified Job
Accounting - Finance
Private Client Relationship Manager
Accounting - Finance
#533057
Remote / WFH
Job Description
About the Role
The Private Client Banker is a key member of the Key Private Client Program, focusing on delivering exceptional client experiences and providing financial guidance to individuals with up to $2M in investable assets. This role involves developing and maintaining strong relationships with clients, identifying their financial needs, and offering tailored solutions to meet those needs.
Key Responsibilities
• Embodies a client-centric culture, being present and engaging with every client and teammate, and realizing the impact we can have on their day, personally, professionally, and financially.
• Listens for clues on financial wellness opportunities during client conversations and provides effective and customized financial recommendations to clients; Delivers on client solutions through referring investment and insurance products.
• Consistently meets individual activity, behavior, and outcome expectations.
• Builds a client referral pipeline via identification and development of internal and external centers of influence; Employs a disciplined approach to prospecting; documents calling efforts.
The Private Client Banker is a key member of the Key Private Client Program, focusing on delivering exceptional client experiences and providing financial guidance to individuals with up to $2M in investable assets. This role involves developing and maintaining strong relationships with clients, identifying their financial needs, and offering tailored solutions to meet those needs.
Key Responsibilities
• Embodies a client-centric culture, being present and engaging with every client and teammate, and realizing the impact we can have on their day, personally, professionally, and financially.
• Listens for clues on financial wellness opportunities during client conversations and provides effective and customized financial recommendations to clients; Delivers on client solutions through referring investment and insurance products.
• Consistently meets individual activity, behavior, and outcome expectations.
• Builds a client referral pipeline via identification and development of internal and external centers of influence; Employs a disciplined approach to prospecting; documents calling efforts.
