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
- Relationship Manager at Key Private Bank providing personalized financial solutions for high-net-worth clients. Collaborating with internal teams and community organizations for business development.
Responsibilities
- Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals.
- Leads, coordinates, and assembles the extended advisory team, including trust, investment and planning strategists, based on complexity of the relationship.
- Develops a comprehensive understanding of the client’s 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.
- Prepares and delivers client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive, regular contact.
- Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth.
- Employs and maintains a disciplined approach to prospecting and maintains a pipeline by leveraging referrals from internal and external sources.
- Actively participates in Community organizations to source business development opportunities and demonstrate Key’s commitment to the local community.
- Develops and maintains an in-depth knowledge of financial wealth management and brokerage investment advisory services and products as well as knowledge of competitors and competitive products.
Requirements
- Bachelor's Degree in business related field or equivalent work experience (required)
- 5 years of demonstrated sales and business development experience with proven results (required)
- Certified Financial Planner (CFP) (preferred)
- Certified Investment Management Analyst (CIMA) (preferred)
- Chartered Financial Analyst (CFA) (preferred)
- FINRA Series 7 and 66 (or 63 & 65) (required)
- Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) (required)
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development opportunities
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