Private Client Advisor: Personal Wealth Partner

KeyBank; Town of Canandaigua (NY); Presencial; USD 65.000 - 95.000; Jornada completa

Descripción de la vacante

KeyBank is seeking a Private Client Banker in Canandaigua, NY to cultivate relationships with individuals and business clients. You will manage the full client relationship with a plan-based approach, delivering financial solutions and referring to specialists as needed.

You will build a referral network, maintain product knowledge, and open personal and business accounts while ensuring compliance with policy and control processes. This role requires FINRA licenses and a client-first mindset.

Formación

• FINRA licenses S6, S63 and SIE required.
• Experience in developing client relationships and achieving sales goals.
• Ability to provide customized financial wellness recommendations.

Responsabilidades

• Build a client relationship pipeline and refer appropriate financial solutions.
• Deliver investment and insurance product referrals to clients.
• Open personal and business accounts and support branch operations.
• Maintain knowledge of private client products and services.
• Ensure compliance with risk, security and audit procedures.

Conocimientos

Client relationship building

Sales & financial advice

Communication skills

Financial wellness guidance

Digital banking literacy

Educación

High School Diploma or GED

Bachelor's Degree preferred

Equivalent experience acceptable

Herramientas

MS Windows

MS Office (Word, Excel)

CRM systems

Descripción del empleo

KeyBank is seeking a Private Client Banker in Canandaigua, NY to cultivate relationships with individuals and business clients. You will manage the full client relationship with a plan-based approach, delivering financial solutions and referring to specialists as needed.

You will build a referral network, maintain product knowledge, and open personal and business accounts while ensuring compliance with policy and control processes. This role requires FINRA licenses and a client-first mindset.