Private Client Advisor: Wealth Planning & Solutions

KeyCorp; Natrona Heights (PA); On-site; USD 34,440,000 - 52,982,000; Full time

Job summary

KeyCorp is seeking a Private Client Banker to deliver comprehensive financial guidance and refer suitable investment and insurance products to clients. The role emphasizes relationship-building, needs assessment, and cross-team collaboration to expand client relationships and meet advisory goals.

Responsibilities include opening accounts, prospecting, and maintaining knowledge of private client products while ensuring compliance and service quality in a branch environment.

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.
• Ability to guide clients on financial wellness opportunities and refer to appropriate specialists.

Responsibilities

• Listen for financial wellness opportunities and provide customized recommendations.
• Build a client referral pipeline through internal and external centers of influence.
• Open and manage accounts and service client needs in a branch setting.
• Collaborate with partners across Investment Services, Mortgage, and Business Banking to deepen relationships.

Skills

Sales skills

Relationship building

Prospecting

Networking

Education

Bachelor's degree

High school diploma/GED

Tools

MS Windows

MS Office

Excel

Job description

KeyCorp is seeking a Private Client Banker to deliver comprehensive financial guidance and refer suitable investment and insurance products to clients. The role emphasizes relationship-building, needs assessment, and cross-team collaboration to expand client relationships and meet advisory goals.

Responsibilities include opening accounts, prospecting, and maintaining knowledge of private client products while ensuring compliance and service quality in a branch environment.