Private Client Advisor – Wealth Solutions & Growth

KeyCorp; Glastonbury (CT); On-site; USD 34,000 - 53,000; Full time

Job summary

KeyBank is hiring a Private Client Banker to serve as a trusted advisor and problem solver for clients in the branch network. The PCB manages the entire client relationship with plan-based financial guidance and refers suitable investment, insurance, mortgage or business banking solutions for clients with up to $2M in investable assets.

The role emphasizes building a robust referral network, meeting sales goals, and delivering personalized financial wellness conversations.

Qualifications

• Experience developing current and new client relationships and meeting sales goals.
• Foundational sales and service techniques with clients, including prospecting and networking.
• Ability to interact with small business clients and overcome objections.
• Strong interpersonal skills and ability to influence partners.

Responsibilities

• Builds and deepens client relationships to meet financial wellness goals.
• Delivers financial planning advice and refers appropriate products and services.
• Maintains knowledge of private client products and competitive offerings.
• Opens personal and business accounts and supports branch operations.
• Collaborates with internal partners to acquire and deepen clients.

Skills

Client relationships

Sales & referrals

Tele-consulting

Outside calling

Prospecting

Networking

Interpersonal skills

PCs knowledge

Digital platforms

Financial advisory

Education

High School Diploma or GED

Bachelor's Degree (preferred)

Equivalent experience (required)

Tools

MS Windows

MS Office (Word/Excel)

Job description

KeyBank is hiring a Private Client Banker to serve as a trusted advisor and problem solver for clients in the branch network. The PCB manages the entire client relationship with plan-based financial guidance and refers suitable investment, insurance, mortgage or business banking solutions for clients with up to $2M in investable assets.

The role emphasizes building a robust referral network, meeting sales goals, and delivering personalized financial wellness conversations.