Private Client Advisor - High-Net-Worth Portfolios

Rkminsurance; Ann Arbor (MI); Vor Ort; USD 34.000 - 52.000; Vollzeit

Zusammenfassung

KeyCorp seeks a Private Client Banker to serve KeyBank clients in Ann Arbor with a plan-based approach to financial advice. You will deliver and refer appropriate financial solutions to clients with up to $2M in investable assets, helping them achieve financial wellness through tailored strategies.

You will open accounts, develop partnerships within the branch, and stay compliant with policy requirements while supporting client transactions as needed.

Qualifikationen

• FINRA licenses S6, S63 and SIE required.
• Life, Accident and Health licenses required.
• Experience building client relationships and referrals.

Aufgaben

• Develop and maintain client relationships with plan-based financial advice.
• Refer investment and insurance products to appropriate sales professionals.
• Open personal and business accounts and document client data.
• Deliver customized financial wellness recommendations to clients.
• Ensure compliance with operational, risk, security and audit procedures.

Kenntnisse

Client relationships

Sales goals

Prospecting

Financial wellness

Communication

Ausbildung

FINRA S6

FINRA S63

FINRA SIE

Life/Health Licenses

Tools

CRM systems

MS Windows

Jobbeschreibung

KeyCorp seeks a Private Client Banker to serve KeyBank clients in Ann Arbor with a plan-based approach to financial advice. You will deliver and refer appropriate financial solutions to clients with up to $2M in investable assets, helping them achieve financial wellness through tailored strategies.

You will open accounts, develop partnerships within the branch, and stay compliant with policy requirements while supporting client transactions as needed.