Private Client Advisor – Wealth Planning & Solutions

KeyBank; Westlake (OH); On-site; USD 65,000 - 90,000; Full time

Job summary

KeyBank Westlake is seeking a Private Client Banker to serve high-net-worth clients with a plan-based approach to financial advice. You will manage the full client relationship, gather data, assess needs, and refer appropriate investment, insurance, and lending solutions within Key's private client program.

You will develop partnerships with branch teammates and specialists, open consumer and small business accounts, and maintain compliance with risk and operational policies while building a

Qualifications

• Experience in developing current and new customer relationships.
• Proven ability to meet sales goals and build referral sources in insurance and investment products.
• Strong tele-consulting, outside calling, and networking skills.
• Comfortable working with small business clients and handling objections.
• Ability to influence partners across banking sales teams.
• Proficient with PCs and digital platforms within Key.

Responsibilities

• Be a problem solver and trusted advisor to KeyBank clients and communities.
• Deliver and refer financial solutions to clients with plan-based financial advice.
• Identify opportunities and build a client referral pipeline through internal and external centers of influence.
• Open personal and business accounts and manage client onboarding.
• Maintain knowledge of private client products and competitors for meaningful conversations.
• Ensure compliance with risk, security, and audit procedures in client interactions.

Skills

Client relationship building

Sales & referrals

Prospecting & networking

Interpersonal skills

Influence partners

PC skills (Windows, Office)

Digital literacy

Education

High School Diploma or GED

Bachelor's degree preferred

Tools

MS Windows

MS Office (Word, Excel)

Job description

KeyBank Westlake is seeking a Private Client Banker to serve high-net-worth clients with a plan-based approach to financial advice. You will manage the full client relationship, gather data, assess needs, and refer appropriate investment, insurance, and lending solutions within Key's private client program.

You will develop partnerships with branch teammates and specialists, open consumer and small business accounts, and maintain compliance with risk and operational policies while building a