Private Client Advisor

KeyCorp; Powell (OH); On-site; USD 34,000 - 53,000; Full time

Job summary

KeyBank is seeking a Private Client Banker to manage the entire client relationship with a plan-based approach to financial advice. You will reference suitable financial solutions to clients with up to $2M in investable assets and collaborate with Retail, Private Bank, Mortgage and Business Banking teams to fulfill client needs.

The role emphasizes building strong client relationships, prospecting for new business, and maintaining thorough documentation while adhering to policies and compliance.

Qualifications

• Experience in developing current and new customer relationships and meeting sales goals.
• Foundational knowledge of sales and service techniques with clients, including prospecting and networking.
• Interpersonal skills and ability to build rapport quickly; comfortable with cross-functional collaboration.

Responsibilities

• Embodies a strong client experience culture and builds a positive impact on clients and teammates.
• Listen for financial wellness opportunities and provide tailored recommendations.
• Delivers client solutions by referring investment and insurance products.
• Maintains activity and outcome tracking and builds a referral pipeline.
• Open personal and business accounts and develop partnerships with branch teammates.

Skills

Sales experience

Client relationships

Financial guidance

Prospecting

Banking product knowledge

MS Office

Education

High School Diploma / GED

Bachelor's degree (preferred)

Tools

MS Office

Job description

KeyBank is seeking a Private Client Banker to manage the entire client relationship with a plan-based approach to financial advice. You will reference suitable financial solutions to clients with up to $2M in investable assets and collaborate with Retail, Private Bank, Mortgage and Business Banking teams to fulfill client needs.

The role emphasizes building strong client relationships, prospecting for new business, and maintaining thorough documentation while adhering to policies and compliance.