Private Client Advisor: Financial Wellness & Growth

KeyCorp; Angola (IN); On-site; USD 34,440 - 52,348; Full time

Job summary

KeyBank is seeking a Private Client Banker to manage client relationships with a plan-based approach to financial advice. You will deliver and refer investment and insurance products to high-net-worth clients, developing deep partnerships with branch teams and other specialists.

Responsibilities include opening accounts, meeting sales goals, coaching clients on financial wellness, and ensuring compliance with bank policies while supporting branch operations.

Qualifications

• Strong client relationship management and sales skills.
• ,
• Proven ability to identify client needs and present solutions.

Responsibilities

• Listen for financial wellness opportunities during client conversations and recommend appropriate solutions.
• Develop and maintain a referral pipeline with internal and external partners.
• Open personal and business accounts and manage deposit products as needed.
• Ensure compliance with policies and participate in team huddles and daily debriefs.

Skills

Client relationship management

Sales ability

Prospecting / networking

Financial advice

Communication skills

Education

High School Diploma / GED

Bachelor's Degree (preferred)

Tools

MS Windows

Microsoft Word

Microsoft Excel

MS Office

Job description

KeyBank is seeking a Private Client Banker to manage client relationships with a plan-based approach to financial advice. You will deliver and refer investment and insurance products to high-net-worth clients, developing deep partnerships with branch teams and other specialists.

Responsibilities include opening accounts, meeting sales goals, coaching clients on financial wellness, and ensuring compliance with bank policies while supporting branch operations.