Private Client Advisor for High-Net-Worth Clients

KeyBank; Town of Montgomery (NY); On-site; USD 34,000 - 53,000; Full time

Job summary

KeyBank is seeking a Private Client Banker to manage client relationships and provide plan-based financial advice to individuals and small businesses in the Montgomery, NY area. You will identify needs, recommend solutions, and collaborate with Retail, Private Bank, and Investment Services teams to deliver comprehensive service.

The role emphasizes building trust, achieving referral goals, and delivering high-quality customer experiences while complying with risk and operational policies.

Qualifications

• FINRA licenses required upon hire.
• Strong focus on sales and client relationship development.
• Ability to assess client needs and offer tailored financial solutions.

Responsibilities

• Deliver customized financial wellness recommendations to clients & refer investment/insurance solutions.
• Build and maintain client referral networks and internal/external centers of influence.
• Open and manage client relationships and basic account activities with adherence to policies.

Skills

Sales goals achievement

Relationship building

Financial wellness guidance

Prospecting & networking

Digital banking knowledge

Education

High School Diploma or GED or Bachelor's Degree or equivalent

FINRA S6

FINRA S63

FINRA SIE

Life and Health Insurance Licenses

Job description

KeyBank is seeking a Private Client Banker to manage client relationships and provide plan-based financial advice to individuals and small businesses in the Montgomery, NY area. You will identify needs, recommend solutions, and collaborate with Retail, Private Bank, and Investment Services teams to deliver comprehensive service.

The role emphasizes building trust, achieving referral goals, and delivering high-quality customer experiences while complying with risk and operational policies.