Private Client Advisor: Wealth Growth & Solutions

KeyCorp; Wapping (CT); On-site; USD 52,000 - 80,000; Full time

Job summary

KeyCorp is seeking a Private Client Banker to serve clients in the Key Private Client Program. The role centers on managing the full client relationship with a plan-based approach to financial advice and referrals to related specialists.

Based in Connecticut, the PCB handles accounts, investments up to $2M in assets, and delivers tailored financial wellness solutions while collaborating with retail, investment, mortgage and business banking teams.

Qualifications

• Experience building client relationships and meeting sales goals.
• Foundational knowledge of sales and service techniques with clients.
• Licenses and certifications required to begin: FINRA S6, S63, SIE, Life and Health Insurance.
• Strong interpersonal skills and the ability to educate clients on financial platforms.

Responsibilities

• Provide financial wellness recommendations and refer investment and insurance products.
• Open personal and business accounts and manage a broad range of deposit products.
• Develop and maintain internal and external centers of influence for referrals.
• Ensure compliance with operational, risk, security and audit procedures.
• Support branch operations and assist with client transactions as needed.

Skills

Client focus

Referral development

Prospecting

Relationship building

Communication skills

Time management

Financial guidance

Market awareness

Education

High School Diploma or equivalent

Bachelor's Degree (preferred)

Tools

MS Windows

MS Office (Word, Excel)

Job description

KeyCorp is seeking a Private Client Banker to serve clients in the Key Private Client Program. The role centers on managing the full client relationship with a plan-based approach to financial advice and referrals to related specialists.

Based in Connecticut, the PCB handles accounts, investments up to $2M in assets, and delivers tailored financial wellness solutions while collaborating with retail, investment, mortgage and business banking teams.