Private Client Advisor: Wealth Planning

KeyCorp; Portland (OR); On-site; USD 71,635,000 - 110,208,000; Full time

Job summary

KeyCorp is seeking a Private Client Banker to manage client relationships with a plan-based approach to financial advice in our Portland, OR area. You will deliver and refer financial solutions to clients with up to $2M in investable assets, documenting client data and identifying opportunities for financial wellness.

The role focuses on building a referral pipeline, collaborating with Investment Services, Mortgage, and Business Banking teams, and maintaining deep knowledge of private client

Qualifications

• Extensive experience developing client relationships and meeting sales goals.
• Knowledge of investment, insurance products and financial wellness planning.
• Strong interpersonal skills to build rapport with high-net-worth clients.

Responsibilities

• Listen for financial wellness opportunities and provide tailored recommendations.
• Refer investment and insurance products to appropriate specialists.
• Open and maintain client accounts and documents, ensuring compliance.

Skills

Sales goals achievement

Client relationship building

Financial wellness guidance

Time management

Integrity and ethics

Effective communication

Education

High School Diploma, GED or equivalent

Bachelor's Degree (preferred)

Tools

MS Windows

MS Office (Word, Excel)

Job description

KeyCorp is seeking a Private Client Banker to manage client relationships with a plan-based approach to financial advice in our Portland, OR area. You will deliver and refer financial solutions to clients with up to $2M in investable assets, documenting client data and identifying opportunities for financial wellness.

The role focuses on building a referral pipeline, collaborating with Investment Services, Mortgage, and Business Banking teams, and maintaining deep knowledge of private client