Private Client Advisor: Grow Wealth & Relationships

KeyCorp; Columbus (OH); On-site; USD 71,635,000 - 110,208,000; Full time

Job summary

KeyBank is seeking a Private Client Banker to manage the full client relationship with a plan-based approach to financial advice. You will deliver financial solutions to clients with up to $2M in investable assets and refer to appropriate specialists across Retail, Private Bank, Mortgage, or Business Banking.

This role focuses on trust-building, financial wellness planning, and proactive client engagement, with potential for growth in private client services.

Qualifications

• Strong ability to build and maintain client relationships.
• Proven track record in achieving sales goals and developing referral sources.
• Comfortable engaging with small business clients and guiding financial conversations.

Responsibilities

• Provide tailored financial wellness recommendations and refer investment/insurance products.
• Develop and maintain knowledge of private client products and competitive offerings.
• Open and manage client accounts and document interactions.
• Prospect and build a referral pipeline with internal/external sources.
• Ensure compliance with operational, risk, and audit policies.

Skills

Client relations

Sales goals

Communication

Financial wellness

Education

High School Diploma, GED, or equivalent

Bachelor's degree (preferred)

Tools

MS Office

Job description

KeyBank is seeking a Private Client Banker to manage the full client relationship with a plan-based approach to financial advice. You will deliver financial solutions to clients with up to $2M in investable assets and refer to appropriate specialists across Retail, Private Bank, Mortgage, or Business Banking.

This role focuses on trust-building, financial wellness planning, and proactive client engagement, with potential for growth in private client services.