Private Client Advisor – Wealth & Relationships

KeyCorp; Pennsylvania; Vor Ort; USD 34.440 - 52.982; Vollzeit

Benefits dieser Stelle

Incentive compensation

Flexible work environment

Zusammenfassung

KeyCorp seeks a Private Client Banker for its Wexford branch to deliver financial solutions and build strong relationships with clients. This role focuses on understanding client needs and providing tailored financial wellness advice.

The ideal candidate will possess a commitment to client service and demonstrate integrity while helping clients achieve their financial goals. Strong interpersonal skills and a sales-driven mindset are essential.

We offer a healthy work environment and opportunities for growth within the company.

Qualifikationen

• Experience in developing customer relationships and achieving sales goals.
• Knowledge of financial products and services.
• Excellent interpersonal interaction skills.

Aufgaben

• Deliver tailored financial solutions to clients.
• Develop and maintain relationships with high-net-worth clients.
• Ensure compliance with operational and risk procedures.

Kenntnisse

Client relationship development

Sales techniques

Interpersonal skills

Financial advisory

Ausbildung

High School Diploma or equivalent

Bachelor's Degree

Tools

Microsoft Office

Digital technology expertise

Jobbeschreibung

KeyCorp seeks a Private Client Banker for its Wexford branch to deliver financial solutions and build strong relationships with clients. This role focuses on understanding client needs and providing tailored financial wellness advice.

The ideal candidate will possess a commitment to client service and demonstrate integrity while helping clients achieve their financial goals. Strong interpersonal skills and a sales-driven mindset are essential.

We offer a healthy work environment and opportunities for growth within the company.