Private Client Advisor: Wealth Planning & Service

KeyCorp; Branford (CT); On-site; USD 34,440 - 52,982; Full time

Benefits offered by this job

Base hourly rate: $25.00–$38.46 per hr

Incentive compensation (production/bon

Job summary

KeyCorp in Branford, CT seeks a Private Client Banker to manage client relationships with a plan-based approach to financial advice. You will refer investment/insurance products and coordinate with Retail, Private Bank, Mortgage and Business Banking teams to meet client needs.

Strong knowledge of financial wellness and a client-centric approach are essential. The role requires licenses upon hire and ongoing collaboration with branch teammates, with a focus on building trust and deepening client

Qualifications

• Knowledge of private client products and services and ability to discuss financial wellness opportunities with clients.
• Experience in developing client relationships and achieving sales/referral goals.
• Familiarity with tele-consulting, outside calling, prospecting and networking.

Responsibilities

• Listen for financial wellness opportunities during client conversations and provide effective recommendations.
• Build a referral pipeline by identifying internal/external centers of influence.
• Open and service personal and business accounts and collaborate with partners to deepen client relationships.

Skills

Client relationship management

Sales and referrals

Financial wellness advice

Cross-functional collaboration

Education

High School Diploma or GED

Bachelor's Degree

Tools

MS Windows

Microsoft Office (Word/Excel)

Job description

KeyCorp in Branford, CT seeks a Private Client Banker to manage client relationships with a plan-based approach to financial advice. You will refer investment/insurance products and coordinate with Retail, Private Bank, Mortgage and Business Banking teams to meet client needs.

Strong knowledge of financial wellness and a client-centric approach are essential. The role requires licenses upon hire and ongoing collaboration with branch teammates, with a focus on building trust and deepening client