Private Client Advisor: Wealth Wellness & Relationships

KeyBank; Westlake (TX); On-site; USD 52,000 - 80,000; Full time

Job summary

KeyBank's Private Client Banker role focuses on the entire client relationship with a plan-based approach to financial advice. You will deliver and refer appropriate financial solutions to clients with up to $2M in investable assets and develop deep knowledge of private client products and services.

You will build partnerships with branch teammates and lines of business, meet sales and referral goals, and ensure compliance while supporting branch operations and occasional Saturday work.

Qualifications

• Experience building relationships and achieving sales goals.
• Foundational sales and service techniques with clients.
• Ability to network and generate referrals.
• Strong communication and listening skills.

Responsibilities

• Builds a client referral pipeline via centers of influence.
• Delivers financial wellness recommendations and refers products.
• Opening personal and small business accounts.
• Maintains compliance and proper documentation of client interactions.

Skills

Client relationships

Sales & referrals

Prospecting

Interpersonal skills

Time management

Education

High School Diploma

Bachelor’s Degree

Tools

MS Office

CRM systems

Job description

KeyBank's Private Client Banker role focuses on the entire client relationship with a plan-based approach to financial advice. You will deliver and refer appropriate financial solutions to clients with up to $2M in investable assets and develop deep knowledge of private client products and services.

You will build partnerships with branch teammates and lines of business, meet sales and referral goals, and ensure compliance while supporting branch operations and occasional Saturday work.