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KeyBank is seeking a Senior KPB Relationship Manager to lead high-net-worth client relationships, coordinating with trust, investment and planning specialists to deliver tailored banking and investment strategies. You will analyze client needs, develop financial plans, and present solutions while driving growth and deepening partnerships.
The role requires 7+ years of sales and business development experience, FINRA licenses, CFP/CIMA/CPA/CFA or related credentials, and a strong client-advisory
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