Client Relationship Manager managing significant client relationships in the energy sector at Allens. Leading client strategy development and enhancing client experience in a hybrid work environment.
About the role
- Associate Relationship Manager at Key Private Bank focusing on managing and building relationships with high-net-worth clients. Providing tailored banking, borrowing, and investment solutions.
Responsibilities
- Identifies opportunities to retain, expand and acquire client relationships.
- Gather information from the client and consult with appropriate team members to recommend banking, borrowing and investment solutions.
- Engages and coordinates the extended advisory team based on client needs.
- Acts as a client advocate/representative on assembled team.
- Develops a comprehensive understanding of clients’ 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.
- Develops and maintains an in-depth knowledge of the KPB Sales Process, Client Experience and Client Service Standards.
- Employs and maintains a disciplined approach to the client review process using designated tracking tools to document progress on implementation of client strategies.
- Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth.
- Prepares and delivers in person client presentations, individually or as part of a team, presenting appropriate financial solutions via consultative review and proactive contact.
- Participates in Community organizations and to demonstrate Key’s commitment to the local community.
- 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.
Requirements
- Bachelor's Degree in a business-related field (preferred) OR equivalent experience (required)
- Minimum of 3 years of financial services-related experience (required)
- FINRA License S7 (preferred)
- FINRA License S66 (preferred)
- FINRA License S63 (preferred)
- FINRA License S65 (preferred)
Benefits
- Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
- Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
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