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Private Banking Wealth Advisor, Cincinnati

Private Banking Wealth Advisor, Cincinnati

Job Description

ABOUT KEY: Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies with assets of approximately $87 billion. Key companies provide investment management retail and commercial banking consumer finance and investment banking products and services to individuals and companies throughout the United States and for certain businesses internationally. The company's businesses deliver their products and services through branches and offices; a network of 1 576 ATMs; telephone banking centers 800-KEY2YOU® (800-539-2968); and a website® that provides account access and financial products 24 hours a day.


Primary responsibility is the acquisition of new Investment Management and Fiduciary/Trust clients. Additional responsibilities include expanding the share of wallet of existing clients by selling IM&T product and services. Develops centers of influence in the market that can be leveraged into profitable relationships. Responsible for the growth of high net worth client and prospect relationships while providing an optimal level of service by meeting or exceeding client expectations. Builds and nurtures relationships with prospects by developing prospecting ideas. Builds a pipeline and generates sales. This position collaborates and performs as part of the relationship management team to execute the client strategy. || Master an effective first contact strategy and phone approach. Understand what differentiates KeyBank and develops a unique sales approach that differentiates Key from the rest of the marketplace. Effectively understand the most productive market niche and effectively prospect within the segment. Effectively master the ability to ask questions and qualify prospects early in the sales process. Meet or exceed a target number of calls per month and keep a robust and monitored pipeline reviewed regularly with the Sales Managers and Market Managers. Fully understand and execute the level of activity necessary to achieve sales goals with a success formula. Ensure that products and services are delivered in the proper cannel through field offices. Utilize letter articles voicemail seminars and client events to sell our services. Follow disciplined pre-call preparation. Become proficient at uncovering what will motivate a prospect to purchase our services. Be masterful at gaining commitment by the decision makers. Execute disciplined post-call debrief process effective follow up and pipeline management. Fully understand strengths and weaknesses of clients' current provider and their decision making process. Present solutions to decision makers and obtain a clear yes no or next step. Execute on appropriate signed documents and develop client relationship team and process. Set initial client strategy introduce all new clients to Relationship Managers and set client expectations for onboarding and servicing by the team. This position collaborates and performs as part of the relationship management team to assure that the team sales goals are met by executing the client strategy. These team sales goals can include expanding existing client business referrals or new business growth. This position is responsible for either meeting or exceeding assigned individual sales goals which can include expanding existing client business referral and or new business growth. Provide ongoing contact with new clients to enhance client's initial experience with Key. Fully develop relationships to uncover additional services to be provided. Regularly ask satisfied clients for introductions to others they know who may need out services. Participate in KeyCorp's commitment to the community.


KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled

Job Requirements

See Above

Job Snapshot

Employment Type Full-Time
Job Type Retail
Education Not Specified
Experience Not Specified
Manages Others Not Specified
Industry Banking - Financial Services
Required Travel Not Specified
Job ID 1742BR
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Private Banking Wealth Advisor, Cincinnati

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