Key Private Bank Associate Relationship Manager

Location

3507 Kyoto Gardens Drive, Palm Beach Gardens, Florida

Key Private Bank (KPB) is dedicated to serving our clients’ financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Associate Relationship Manager (ARM) is at the center of this client promise by managing and building client relationships through knowledgeable advice that is aligned with the clients’ financial goals. The ARM works to identify growth opportunities in an existing book of high‑net‑worth clients or through dedicated internal referral channels to achieve individual sales goals while partnering with experienced Relationship Managers throughout the sales process.

• Identify opportunities to retain, expand, and acquire client relationships.
• Gather information from clients and consult with appropriate team members to recommend banking, borrowing, and investment solutions.
• Engage and coordinate the extended advisory team based on client needs.
• Act as a client advocate and representative on the assembled team; engage the Market Leader or other Relationship Manager when necessary based on the complexity of the client relationship.
• Develop a comprehensive understanding of clients’ needs through review and analysis of personal and business financial data gathered via Relationship Reviews, the CRM system, and personal meetings.
• Capture the client’s goals in a financial plan.
• Maintain an in‑depth knowledge of the KPB Sales Process, Client Experience, and Client Service Standards.
• Employ a disciplined approach to the client review process using designated tracking tools to document progress on the implementation of client strategies.
• Meet or exceed assigned individual sales goals by expanding existing client relationships, closing referrals, and/or capturing new business growth.
• Prepare and deliver in‑person client presentations, individually or as part of a team, presenting appropriate financial solutions via consultative review and proactive contact.
• Participate in community organizations to demonstrate Key’s commitment to the local community.
• Develop and maintain an in‑depth knowledge of financial wealth management and brokerage investment advisory services and products as well as knowledge of competitors and competitive products.
• Perform other duties as assigned; duties, responsibilities, and/or activities may change or new ones may be assigned at any time with or without notice.
• Comply with all Key Bank policies and procedures, including acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.

Bachelor’s Degree in a business‑related field (preferred) or equivalent experience (required).

3 years of financial services‑related experience (required).

• FINRA License S7 (preferred)
• FINRA License S66 (preferred)
• FINRA License S63 (preferred)
• FINRA License S65 (preferred)

• Excellent client relationship and superior partnering skills.
• Deep knowledge of financial products and banking regulations.
• Established excellent written and verbal communication skills.
• Experience working with high‑net‑worth individuals and their financial issues (preferred).
• Experience working in credit teams and a proven understanding of the importance of asset quality and exceptional customer service (preferred).
• Sales or customer service experience.

• All Key Bank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct.

• General office work – prolonged sitting, ability to communicate face‑to‑face in person or on the phone with teammates and clients.
• Frequent use of PC/laptop.
• Occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

Occasional travel, including overnight stay.

Ability to routinely and frequently operate a motor vehicle with a valid driver's license.

Hybrid (Sales)

This position is eligible to earn a base salary in the range of $80,000.00 – $ annually. Placement within the pay range may differ…