Private Client Advisor: Wealth Solutions & Growth

KeyCorp; New York (NY); On-site; USD 34,440 - 52,348; Full time

Job summary

KeyBank seeks a Private Client Banker to manage the client relationship with a plan-based financial advisory approach in the Dewitt, NY area. You will deliver and refer appropriate financial solutions to clients with up to $2M in investable assets, and help them build financial wellness through data gathering and tailored product recommendations.

You will open personal and business accounts, develop partnerships with branch teammates and specialists, and ensure compliance with policies while

Qualifications

• High school diploma or equivalent required; bachelor’s degree preferred.
• Experience in developing client relationships and achieving sales goals.
• Ability to refer and coordinate with investment, mortgage, and business banking partners.

Responsibilities

• Build and deepen client relationships and refer investment/insurance products as appropriate.
• Open personal and business accounts and assist with banking services.
• Achieve sales and referral goals through appointments, calls, and networking.
• Collaborate with internal partners (Investment Services, Mortgage, Business Banking) to meet client needs.

Skills

Relationship building

Sales & referrals

Financial advisory

Digital platforms

Education

High School Diploma/GED

Bachelor's degree preferred

Tools

MS Windows

MS Excel

CRM systems

Job description

KeyBank seeks a Private Client Banker to manage the client relationship with a plan-based financial advisory approach in the Dewitt, NY area. You will deliver and refer appropriate financial solutions to clients with up to $2M in investable assets, and help them build financial wellness through data gathering and tailored product recommendations.

You will open personal and business accounts, develop partnerships with branch teammates and specialists, and ensure compliance with policies while