Private Client Advisor: Wealth Strategy & Relationships

KeyCorp; American Fork (UT); On-site; USD 34,000 - 53,000; Full time

Job summary

KeyBank is seeking a Private Client Banker to manage full client relationships and provide plan-based financial guidance for clients with up to $2M in investable assets.

The role focuses on identifying client needs, gathering data, and offering appropriate banking, investment, mortgage, and business solutions while partnering with internal specialists. Strong communication and sales skills are essential.

Qualifications

• High school diploma or equivalent required; bachelor’s degree preferred.
• Experience developing customer relationships and achieving sales goals.
• Comfort with tele-consulting, outside calling, prospecting and networking.

Responsibilities

• Listen for financial wellness opportunities during client conversations and provide tailored recommendations.
• Refer investment and insurance products to appropriate specialists.
• Develop and maintain client relationships and a referral pipeline through internal and external centers of influence.

Skills

Client relationship management

Sales & referrals

Financial wellness advice

Communication

Time management

Education

High School Diploma

Bachelor's Degree

Tools

MS Windows

Word

Excel

Job description

KeyBank is seeking a Private Client Banker to manage full client relationships and provide plan-based financial guidance for clients with up to $2M in investable assets.

The role focuses on identifying client needs, gathering data, and offering appropriate banking, investment, mortgage, and business solutions while partnering with internal specialists. Strong communication and sales skills are essential.