Private Client Advisor: Wealth Planning

KeyBank; Town of Marbletown (NY); On-site; USD 34,000 - 53,000; Full time

Job summary

KeyBank is seeking a Private Client Banker (PCB) to manage client relationships with a plan-based financial approach. The PCB delivers tailored financial solutions to clients with up to $2M in investable assets, building trust and guiding them toward holistic financial wellness.

Responsibilities include identifying opportunities, referring investment and insurance products, and collaborating with Retail, Private Bank, and Mortgage teams.

Qualifications

• Experience in developing current and new customer relationships and meeting sales goals.
• Foundational knowledge of sales and service techniques with clients, including tele-consulting and networking.
• Comfortable interacting with small business clients, overcoming objections, and asking fact-finding questions.

Responsibilities

• Listen for financial wellness opportunities and provide effective recommendations to clients; refer investment and insurance products as needed.
• Open personal and business accounts and maintain strong partnerships with branch teammates and partners.
• Document client interactions and ensure compliance with procedures and policies; support branch operations as needed.
• Develop and maintain a referral pipeline by identifying centers of influence and networking.

Skills

Client relationships

Sales goals

Interpersonal skills

Digital platforms

Financial planning

Education

High School Diploma or GED

Bachelor's degree (preferred)

Tools

MS Windows & Office

Excel

Digital platforms

Job description

KeyBank is seeking a Private Client Banker (PCB) to manage client relationships with a plan-based financial approach. The PCB delivers tailored financial solutions to clients with up to $2M in investable assets, building trust and guiding them toward holistic financial wellness.

Responsibilities include identifying opportunities, referring investment and insurance products, and collaborating with Retail, Private Bank, and Mortgage teams.