Private Client Advisor | Up to $2M AUM

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

Job summary

KeyBank is seeking a Private Client Banker to manage the full client relationship for individuals and small businesses within our Cincinnati markets. You will assess client needs, document data, and refer suitable investment, insurance, and banking solutions, while collaborating with Retail, Private Bank, Mortgage, and Business Banking teams to deepen client relationships.

Qualified candidates should have a high school diploma or GED, with a bachelor’s degree preferred, FINRA licenses, and a

Qualifications

• High school diploma or equivalent required; bachelor’s degree preferred.
• Experience in developing customer relationships and achieving sales goals.
• Foundational knowledge of sales and service techniques with clients.

Responsibilities

• Cultivate client relationships and identify financial wellness opportunities.
• Refer investment and insurance products to appropriate specialists.
• Maintain knowledge of private client products and competitors to advise clients effectively.
• Ensure compliance with policies and proper documentation of client interactions.

Skills

Relationship-building

Sales and referrals

Financial advisory

Communication

Education

High School Diploma / GED

Bachelor's Degree (preferred)

Tools

MS Office

Digital platforms (Key)

Job description

KeyBank is seeking a Private Client Banker to manage the full client relationship for individuals and small businesses within our Cincinnati markets. You will assess client needs, document data, and refer suitable investment, insurance, and banking solutions, while collaborating with Retail, Private Bank, Mortgage, and Business Banking teams to deepen client relationships.

Qualified candidates should have a high school diploma or GED, with a bachelor’s degree preferred, FINRA licenses, and a