Private Client Advisor: Wealth & Relationships

KeyBank; West Hartford (CT); On-site; USD 75,000 - 110,000; Full time

Job summary

KeyBank's Private Client Banker (PCB) in West Hartford, CT focuses on delivering plan-based financial advice and managing client relationships with up to $2M in investable assets.

You will identify financial wellness opportunities during client conversations, refer appropriate investment and insurance products, and collaborate with Retail, Private Bank, Mortgage and Business Banking teams to meet client needs.

Qualifications

• High school diploma or GED required; bachelor’s preferred.
• FINRA licenses S6, S63, SIE, and Life/Health licenses required.
• Experience developing customer relationships and meeting sales/referral goals.
• Strong interpersonal skills and ability to influence partners.

Responsibilities

• Provide customized financial wellness recommendations and refer investment products.
• Build client referral pipeline and prospect for new relationships.
• Open personal and business accounts and service transactions.
• Ensure compliance with policies and risk controls.
• Collaborate with branch teammates and business partners.
• Attend morning huddles and support Saturday operations as needed.

Skills

Relationship-building

Sales skills

Financial advisory

Prospecting

Referral networks

Digital literacy

Education

High School Diploma or GED

Bachelor's degree (preferred)

Equivalent experience

Tools

MS Office

CRM software

Banking platforms

Job description

KeyBank's Private Client Banker (PCB) in West Hartford, CT focuses on delivering plan-based financial advice and managing client relationships with up to $2M in investable assets.

You will identify financial wellness opportunities during client conversations, refer appropriate investment and insurance products, and collaborate with Retail, Private Bank, Mortgage and Business Banking teams to meet client needs.