Private Client Advisor & Wealth Solutions Partner
KeyBank
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Job summary
KeyBank is seeking a Private Client Banker to manage client relationships with a plan-based financial advisory approach for clients up to $2M in investable assets. You will identify financial wellness opportunities, refer suitable investment and insurance products, and collaborate with Retail, Private Bank, Mortgage, and Business Banking teams to deliver tailored solutions.
The role emphasizes building a referral pipeline, maintaining deep product knowledge, and ensuring compliance across
Job description
KeyBank is seeking a Private Client Banker to manage client relationships with a plan-based financial advisory approach for clients up to $2M in investable assets. You will identify financial wellness opportunities, refer suitable investment and insurance products, and collaborate with Retail, Private Bank, Mortgage, and Business Banking teams to deliver tailored solutions.
The role emphasizes building a referral pipeline, maintaining deep product knowledge, and ensuring compliance across
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