Private Client Advisor: Wealth Solutions for Your Goals

KeyCorp; Westlake (OH); On-site; USD 71,635,000 - 110,335,000; Full time

Job summary

KeyBank is hiring a Private Client Banker in Westlake, OH. You will manage the entire client relationship with a plan-based approach to financial advice, handling clients with up to $2M in investable assets and coordinating with Retail, Private Bank, Mortgage, and Business Banking teams.

Responsibilities include delivering tailored financial wellness recommendations, building a referral pipeline, opening accounts, and ensuring policy compliance while partnering with branch colleagues and

Qualifications

• High school diploma or bachelor’s degree preferred (or equivalent).
• Experience in developing customer relationships and meeting sales goals is required.
• Knowledge of insurance/investment products and tele-sales techniques is preferred.

Responsibilities

• Provide customized financial wellness recommendations during client conversations.
• Refer investment and insurance products to appropriate specialists.
• Develop and maintain a client referral pipeline with internal/external centers of influence.
• Open personal and business accounts and manage various deposit products.
• Collaborate with branch teammates and business partners to acquire and deepen client relationships.
• Ensure compliance with operational, risk, security, and audit procedures.

Skills

Relationship building

Sales & referrals

Financial wellness

Digital platforms

Communication

Time management

Education

High School Diploma / GED or Bachelor's preferred

Tools

MS Windows

MS Office

Job description

KeyBank is hiring a Private Client Banker in Westlake, OH. You will manage the entire client relationship with a plan-based approach to financial advice, handling clients with up to $2M in investable assets and coordinating with Retail, Private Bank, Mortgage, and Business Banking teams.

Responsibilities include delivering tailored financial wellness recommendations, building a referral pipeline, opening accounts, and ensuring policy compliance while partnering with branch colleagues and