Private Client Advisor: Wealth Planning & Relationships

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

Job summary

KeyBank is seeking a Private Client Banker in Columbus, Ohio to manage the full client relationship with a plan-based financial approach. The role involves delivering financial solutions to clients with up to $2M in investable assets and referring products to appropriate sales professionals across Retail, Private Bank, Mortgage, and Business Banking.

The position emphasizes building relationships, prospecting internal and external centers of influence, and maintaining knowledge of private client

Qualifications

• Experience developing client relationships and achieving sales goals.
• Foundational knowledge of sales and service techniques with clients.

Responsibilities

• Provide financial wellness recommendations and refer investment/insurance products.
• Develop and maintain a client referral pipeline with internal and external partners.
• Ensure compliance with policies and documentation of client interactions.

Skills

Relationship building

Sales goals

Networking

Financial advisory

Education

High School Diploma or equivalent (required)

Bachelor's Degree (preferred)

Equivalent experience

Tools

MS Office

Digital platforms

Job description

KeyBank is seeking a Private Client Banker in Columbus, Ohio to manage the full client relationship with a plan-based financial approach. The role involves delivering financial solutions to clients with up to $2M in investable assets and referring products to appropriate sales professionals across Retail, Private Bank, Mortgage, and Business Banking.

The position emphasizes building relationships, prospecting internal and external centers of influence, and maintaining knowledge of private client