Private Client Advisor - Wealth Solutions

KeyBank; Colorado Springs (CO); On-site; USD 34,000 - 52,000; Full time

Job summary

KeyBank is seeking a Private Client Banker to manage full client relationships with plan-based financial advice. You’ll deliver solutions for clients with up to $2M in investable assets and collaborate with Retail, Private Bank, and Investment Services to meet needs.

You will gather client data, build a referral pipeline, and maintain knowledge of private client products while complying with policies and risk controls. This is a client-facing role requiring strong communication and teamwork.

Qualifications

• Experience in developing current and new customer relationships, achieving sales goals and building referral sources in insurance and investment products.
• Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking.
• Interpersonal skills to build rapport quickly and influence partners such as Investment Services, Mortgage and Business Banking.

Responsibilities

• Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
• Listen for clues for financial wellness opportunities during client conversations and provide effective recommendations; refer to appropriate products and services.
• Develops and maintains in-depth knowledge of private client products and services to enable meaningful wealth conversations.

Skills

Client relationship building

Sales & referrals

Financial wellness advisory

Communication

Time management

Digital literacy

Education

High School Diploma / GED

Bachelor's degree (preferred)

Tools

MS Office

CRM systems

Job description

KeyBank is seeking a Private Client Banker to manage full client relationships with plan-based financial advice. You’ll deliver solutions for clients with up to $2M in investable assets and collaborate with Retail, Private Bank, and Investment Services to meet needs.

You will gather client data, build a referral pipeline, and maintain knowledge of private client products while complying with policies and risk controls. This is a client-facing role requiring strong communication and teamwork.