Private Client Advisor - Wealth Planning & Solutions

KeyCorp; Village of Red Hook (NY); On-site; USD 34,000 - 52,000; Full time

Job summary

KeyBank is seeking a Private Client Banker to manage the full client relationship using a plan-based approach, delivering tailored financial advice and referring appropriate products to clients with up to $2M in investable assets.

The role emphasizes building a referral pipeline, deepening client relationships, and collaborating with investment services, mortgages, and business banking to meet needs. Availability for branch interactions and compliance with policies is required.

Qualifications

• Experience developing current and new customer relationships with a focus on meeting sales goals.
• Foundational knowledge of sales and service techniques including tele-consulting, outside calling, prospecting and networking.
• Comfortable interacting with small business clients and ability to overcome objections.

Responsibilities

• Listen for financial wellness opportunities during client conversations and provide effective, customized recommendations; refer investment and insurance products.
• Develop and maintain in-depth knowledge of private client products and competitor products to drive meaningful conversations.
• Open personal and business accounts (checking, deposits, home equity, CDs, etc.) and manage client onboarding.
• Develop partnerships with branch teammates and business lines to acquire and deepen client relationships.

Skills

Relationship building

Sales & referrals

Time management

Financial guidance

Attention to detail

Education

High School Diploma / GED or equivalent experience

Bachelor's Degree (preferred)

Tools

MS Windows & Office

Digital platforms

Job description

KeyBank is seeking a Private Client Banker to manage the full client relationship using a plan-based approach, delivering tailored financial advice and referring appropriate products to clients with up to $2M in investable assets.

The role emphasizes building a referral pipeline, deepening client relationships, and collaborating with investment services, mortgages, and business banking to meet needs. Availability for branch interactions and compliance with policies is required.