Private Client Advisor: Holistic Wealth Solutions

KeyBank; Hilliard (OH); On-site; USD 34,000 - 52,000; Full time

Job summary

KeyBank is seeking a Private Client Banker to be a trusted advisor for individuals and small businesses. You will manage the full client relationship with a plan-based approach, delivering financial advice and referring suitable solutions across private banking, investment services, mortgages, and business banking.

The role emphasizes building deep client relationships, meeting sales/referral goals, and collaborating with internal specialists.

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.
• Interpersonal interaction skills and an ability to build rapport in matter of minutes.
• Influencing business partners and leveraging centers of influence with partners such as Investment Services, Mortgage and Business Banking.

Responsibilities

• Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities.
• Deliver and refer appropriate financial solutions to clients with up to $2M in investable assets.
• Assess client needs, document data, and offer suitable products and services.
• Develop a referral pipeline and build partnerships with branch teammates and other sales professionals.

Skills

Client relationship building

Sales and service techniques

Communications skills

Digital platform knowledge

MS Office proficiency

Education

High School Diploma, GED, or equivalent (required)

Bachelor's Degree (preferred)

Tools

MS Windows

Excel

Word

PowerPoint

Job description

KeyBank is seeking a Private Client Banker to be a trusted advisor for individuals and small businesses. You will manage the full client relationship with a plan-based approach, delivering financial advice and referring suitable solutions across private banking, investment services, mortgages, and business banking.

The role emphasizes building deep client relationships, meeting sales/referral goals, and collaborating with internal specialists.