High-Net-Worth Private Client Advisor

KeyBank; Taylorsville (UT); On-site; USD 34,440 - 52,348; Full time

Job summary

KeyBank is seeking a Private Client Banker who will manage full client relationships with a plan-based approach to financial advice. You will deliver and refer investment and insurance solutions to clients with up to $2M in investable assets and help them pursue financial wellness.

You will gather client data, assess needs, and collaborate with Retail, Private Bank, Mortgage and Business Banking teams to connect the right experts. Weekend shifts required and compliance is essential.

Qualifications

• Experience in developing current and new customer relationships and achieving sales goals.
• Knowledge of private client products and services.
• Ability to work with high-net-worth clients.

Responsibilities

• Embodies a strong client experience culture and builds lasting client relationships.
• Identify financial wellness opportunities and refer investment/insurance products.
• Maintain knowledge of private client products and competitive offerings.

Skills

Financial advisory

Client relationship management

Sales & referrals

Communication

Problem solving

Education

High School Diploma or GED

Bachelor's Degree preferred

Job description

KeyBank is seeking a Private Client Banker who will manage full client relationships with a plan-based approach to financial advice. You will deliver and refer investment and insurance solutions to clients with up to $2M in investable assets and help them pursue financial wellness.

You will gather client data, assess needs, and collaborate with Retail, Private Bank, Mortgage and Business Banking teams to connect the right experts. Weekend shifts required and compliance is essential.