Private Client Advisor: Wealth Solutions & Relationships

KeyCorp; Hilliard (OH); On-site; USD 34,000 - 52,000; Full time

Job summary

KeyBank seeks a Private Client Banker in Ohio to build trusted client relationships through a plan-based approach to financial advice. You will refer investment and insurance products and collaborate with Retail, Key Investment Services, Private Bank, Mortgage and Business Banking to meet client needs.

The role involves opening accounts, developing financial wellness plans, and maintaining knowledge of products while adhering to compliance. A proactive, service-oriented mindset is essential.

Qualifications

• Experience in developing current and new customer relationships.
• Ability to achieve sales and referral goals through structured conversations.
• Knowledge of financial wellness concepts and ability to tailor advice.

Responsibilities

• Listen for financial wellness opportunities and provide effective recommendations to clients.
• Open personal and business accounts and guide clients through product options.
• Develop in-depth knowledge of private client products and competitors to inform conversations.
• Build and maintain a referral pipeline and prospect through internal/external centers of influence.
• Ensure compliance with operational, risk, security and audit procedures.

Skills

Sales experience

Client relationships

Financial advisory

Education

High School Diploma or GED

Bachelor's Degree preferred

Tools

MS Office

Digital platforms

Job description

KeyBank seeks a Private Client Banker in Ohio to build trusted client relationships through a plan-based approach to financial advice. You will refer investment and insurance products and collaborate with Retail, Key Investment Services, Private Bank, Mortgage and Business Banking to meet client needs.

The role involves opening accounts, developing financial wellness plans, and maintaining knowledge of products while adhering to compliance. A proactive, service-oriented mindset is essential.