Private Client Advisor, Wealth & Planning

KeyBank; Athol Springs (NY); On-site; USD 34,000 - 53,000; Full time

Job summary

KeyBank seeks a Private Client Banker to manage the full client relationship with a plan-based approach to financial advice. You will deliver solutions to clients with up to $2M in investable assets and refer to specialists as needed.

Duties include opening accounts, collecting data, and building strong partner relationships to deepen client coverage. The role emphasizes financial wellness conversations, targeted referrals, and compliance.

Qualifications

• Experience in developing current and new customer relationships and achieving sales goals.
• Foundational knowledge of sales and service techniques with clients, including tele-consulting and networking.
• Interpersonal skills to build rapport quickly and effectively with partners and clients.
• Ability to educate clients on digital platforms and financial products.

Responsibilities

• Provide financial wellness recommendations to clients and refer appropriate investment and insurance products.
• Develop and maintain a referral pipeline with internal and external centers of influence.
• Open personal and business accounts and assist with deposit and lending products.
• Collaborate with branch teammates and line-of-business partners to acquire and deepen client relationships.
• Ensure compliance with policies and procedures and document client interactions.

Skills

Client relationship management

Sales and service techniques

Interpersonal communication

Digital platforms proficiency

Time management

Financial wellness planning

Education

High School Diploma / GED

Bachelor's Degree preferred

Tools

MS Windows & Office

CRM systems

Job description

KeyBank seeks a Private Client Banker to manage the full client relationship with a plan-based approach to financial advice. You will deliver solutions to clients with up to $2M in investable assets and refer to specialists as needed.

Duties include opening accounts, collecting data, and building strong partner relationships to deepen client coverage. The role emphasizes financial wellness conversations, targeted referrals, and compliance.