Private Client Advisor: Wealth & Relationship Partner

KeyBank; Swormville (NY); On-site; USD 34,000 - 52,000; Full time

Job summary

KeyBank seeks a Private Client Banker to manage client relationships with a plan-based financial advisory approach. You will work with clients with up to $2M in investable assets, gathering data and offering appropriate financial products and services to meet needs.

The role emphasizes delivering personalized service, cross‑team collaboration, and compliance with bank policies while supporting branch operations.

Qualifications

• Experience in developing client relationships and meeting sales goals.
• Foundational knowledge in financial wellness products and services.
• Comfortable interacting with clients, including small business owners.

Responsibilities

• Provide financial wellness recommendations and refer solutions to clients.
• Build and maintain a client referral pipeline with centers of influence.
• Open and manage client relationships, including accounts and deposits.
• Ensure compliance with risk, security, and audit procedures.

Skills

Client relationships

Sales & referrals

Financial wellness guidance

Communication

Time management

Education

Bachelor's degree

High School Diploma or GED

Tools

MS Office

CRM systems

Digital banking platforms

Job description

KeyBank seeks a Private Client Banker to manage client relationships with a plan-based financial advisory approach. You will work with clients with up to $2M in investable assets, gathering data and offering appropriate financial products and services to meet needs.

The role emphasizes delivering personalized service, cross‑team collaboration, and compliance with bank policies while supporting branch operations.