Private Client Advisor: Wealth & Relationships

KeyBank; Centennial (CO); On-site; USD 34,000 - 53,000; Full time

Benefits offered by this job

Incentive compensation

Job summary

KeyBank in Centennial, CO is seeking a Private Client Banker to manage client relationships with a plan-based approach to financial advice. You will deliver financial solutions to clients with up to $2M in investable assets and refer to specialists across Private Bank, Insurance, Mortgage, and Business Banking.

The role emphasizes building trusted relationships, meeting sales and referral goals, and collaborating with branch teammates while complying with risk and audit policies.

Qualifications

• Experience building client relationships and meeting sales goals.
• Ability to develop and leverage centers of influence.
• Proficiency with digital platforms and MS Office.

Responsibilities

• Provide tailored financial wellness recommendations to clients.
• Refer investment and insurance products to appropriate specialists.
• Develop a referral pipeline and prospect new clients.
• Ensure accurate documentation and compliance with procedures.

Skills

Client relationships

Sales goals

Referral networks

Center of influence

Education

High School Diploma / GED

Bachelor's Degree

Job description

KeyBank in Centennial, CO is seeking a Private Client Banker to manage client relationships with a plan-based approach to financial advice. You will deliver financial solutions to clients with up to $2M in investable assets and refer to specialists across Private Bank, Insurance, Mortgage, and Business Banking.

The role emphasizes building trusted relationships, meeting sales and referral goals, and collaborating with branch teammates while complying with risk and audit policies.