Private Client Advisor — Wealth Solutions & Relationships

KeyBank; Beachwood (OH); On-site; USD 34,000 - 52,000; Full time

Job summary

KeyBank seeks a Private Client Banker to manage the full client relationship with a plan-based financial advisory approach. You will advise clients with up to $2M in investable assets, gather data, and refer suitable investment, insurance, and banking solutions.

Build strong partnerships with branch teams and other sales partners while ensuring regulatory compliance. You will identify opportunities, develop a referral pipeline, and provide tailored guidance to enhance clients' financial wellness

Qualifications

• Experience developing customer relationships and achieving sales goals.
• Foundational sales and service techniques with clients.
• Experience with tele-consulting, outside calling and networking.
• Communicate effectively to educate clients on digital platforms.

Responsibilities

• Build a client referral pipeline with internal and external centers of influence.
• Deliver customized financial wellness recommendations and refer investment products.
• Open personal and business accounts and manage client onboarding.
• Maintain knowledge of private client products and services and competitive offerings.
• Ensure compliance with policies and document client interactions.

Skills

Client relationship building

Sales goals achievement

Prospecting & networking

Financial wellness guidance

Referral coordination

Time management

Digital literacy

Education

High School Diploma / GED

Bachelor's Degree preferred

OR equivalent experience

Tools

MS Office

Digital platforms (Key apps)

CRM systems

Job description

KeyBank seeks a Private Client Banker to manage the full client relationship with a plan-based financial advisory approach. You will advise clients with up to $2M in investable assets, gather data, and refer suitable investment, insurance, and banking solutions.

Build strong partnerships with branch teams and other sales partners while ensuring regulatory compliance. You will identify opportunities, develop a referral pipeline, and provide tailored guidance to enhance clients' financial wellness