Private Client Advisor for Wealth & Financial Wellness

KeyBank; Centennial (CO); On-site; USD 34,000 - 53,000; Full time

Job summary

KeyBank is seeking a Private Client Banker to manage end-to-end client relationships with a plan-based financial advisory approach. You will deliver wealth solutions to clients with up to $2M in investable assets, assessing needs and coordinating referrals across Private Bank, Investment Services and Mortgage teams.

You will build a strong referral network, maintain knowledge of products, and drive client engagement through in-person and digital platforms while upholding compliance and service

Qualifications

• Experience in developing current and new customer relationships, achieving sales goals and building referral sources in insurance and investment products.
• Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking.
• Comfortable interacting with small business clients, overcoming objections, and asking fact-finding questions with the goal of being helpful.
• Interpersonal skills to build rapport quickly and influence partners such as Investment Services, Mortgage and Business Banking.

Responsibilities

• Listen for clues for financial wellness opportunities during client conversations and provide effective and customized financial wellness recommendations to clients; Delivers on client solutions through referring of investment and insurance products.
• Develops and maintains in-depth knowledge of private client products and services and competitive offerings to deepen client conversations.
• Open personal and business accounts and facilitate appropriate deposit products; coordinate with partners across Private Bank, Retail, and Investment Services.
• Builds a referral pipeline via centers of influence; prospecting and documenting calling efforts.
• Stay updated with market trends to provide informed financial advice to high-net-worth clients.

Skills

Client relationship building

Financial advice

Prospecting & networking

Sales goals achievement

Financial wellness guidance

Education

High School Diploma or GED

Bachelor's Degree (preferred)

FINRA Licenses (S6, S63, SIE)

Life, Accident, and Health Insurance Licenses

Tools

MS Windows

MS Office (Word, Excel)

Job description

KeyBank is seeking a Private Client Banker to manage end-to-end client relationships with a plan-based financial advisory approach. You will deliver wealth solutions to clients with up to $2M in investable assets, assessing needs and coordinating referrals across Private Bank, Investment Services and Mortgage teams.

You will build a strong referral network, maintain knowledge of products, and drive client engagement through in-person and digital platforms while upholding compliance and service