Attorney in Naples, FL

In-House

Naples, FL

Attorney in Naples, FL

Non-practicing Attorney

Min 7 yrs required

No

Salary Information:

The salary for this position is competitive and based on experience. Benefits include medical, dental, vision, 401(k) match, paid time off, and more.


Job Title:
Senior Relationship Manager - **MEMBERS ONLY**SIGN UP NOW***.

Experience Information:
Minimum of 7 years of demonstrated sales and business development experience with proven results required

H1:
Join Our Team as a Senior Relationship Manager at **MEMBERS ONLY**SIGN UP NOW***.

H2:
Become a Trusted Advisor for High Net Worth Clients in Naples, FL

Key Responsibilities:
- Act as primary advisor for high net worth clients
- Develop and implement strategies based on client's financial goals
- Coordinate with extended KPB relationship team to execute and advise on client's needs
- Serve existing clients and acquire new relationships
- Meet or exceed assigned sales goals
- Maintain disciplined approach to prospecting
- Participate in community organizations for business development opportunities
- Develop and maintain knowledge of financial wealth management services and products
- Comply with all KeyBank policies and procedures
- Collaborate with team members to make decisions and solve problems
- Use critical thinking to evaluate options and predict impact
- Demonstrate emotional intelligence and empathy in interactions with others
- Influence and persuade stakeholders
- Navigate through challenges and failures with resilience
- Demonstrate business acumen and risk management skills
- Uphold Key's values and leadership competencies

Education Qualifications:
- Bachelor's Degree in business related field or equivalent work experience (required)
- Master's Degree in business related field (preferred)

Experience Qualifications:
- Minimum of 7 years of demonstrated sales and business development experience with proven results required

Licenses and Certifications:
- FINRA Series 7 and 66 (or 63 & 65) (preferred)
- Certified Financial Planner (CFP) (preferred)
- Certified Investment Management Analyst (CIMA) (preferred)
- Certified Public Accountant (CPA) (preferred)
- Chartered Financial Analyst (CFA) (preferred)
- Licensed Attorney/JD (varies by state) (preferred)
- Certified Wealth Strategist (CWS) (preferred)

Tactical Skills:
- Ability to build trust with clients
- Expert knowledge of Investments, Trust and Credit
- Strong knowledge of financial products and banking regulations
- Excellent client advisory skills
- Experience with personal and commercial financial statements
- Comprehensive understanding of consumer or commercial lending
- Strong communication skills
- Proficient in personal computer applications

Personal Skills:
- Collaboration
- Critical thinking
- Emotional intelligence
- Empathy
- Influence
- Persuasion
- Resilience

Practical Skills:
- Business acumen
- Risk management

Core Competencies:
- Uphold Key's values and leadership competencies

Physical Demands:
- Prolonged sitting
- Ability to communicate face to face or on the phone
- Frequent use of PC/laptop
- Occasional lifting/pushing/pulling of bags up to 10 lbs.

Travel:
- Occasional travel with overnight stay

Driving Requirements:
- Valid driver's license and ability to operate a motor vehicle

Salary Information:
- Competitive and based on experience
- Benefits include medical, dental, vision, 401(k) match, paid time off, and more.