Private Client Advisor: Wealth Solutions

KeyBank; Seattle (WA); On-site; USD 33,778 - 51,660; Full time

Benefits offered by this job

Competitive hourly rate

Short-term incentive compensation

Comprehensive benefits package

Job summary

A financial institution in Seattle seeks a Private Client Banker to enhance client relationships through personalized financial advice. Candidates should possess a strong background in client engagement and sales techniques, with required licenses upon hire. This role emphasizes compliance, risk management, and partnership across branches, offering a competitive hourly rate and incentives based on performance.

Qualifications

• High degree of integrity and strong work ethic.
• Experience in developing customer relationships.
• Comfortable interacting with small business clients.

Responsibilities

• Embody a strong client experience culture.
• Provide customized financial wellness recommendations.
• Build a client referral pipeline.

Skills

Client experience culture

Financial wellness recommendations

Sales and service techniques

Building rapport

Interpersonal interaction skills

Digital technology knowledge

Education

High School Diploma or GED

Bachelor's Degree

Tools

MS Windows

MS Office Products

Job description

A financial institution in Seattle seeks a Private Client Banker to enhance client relationships through personalized financial advice. Candidates should possess a strong background in client engagement and sales techniques, with required licenses upon hire. This role emphasizes compliance, risk management, and partnership across branches, offering a competitive hourly rate and incentives based on performance.