Private Client Banker: Trusted Wealth Advisor

KeyBank; Branford (CT); On-site; USD 71,635,000 - 110,208,000; Full time

Job summary

KeyCorp in Branford, CT seeks a Private Client Banker to manage client relationships with a plan-based approach to financial advice. You will deliver and refer financial solutions to clients with up to $2M in investable assets, building trust and guiding their financial wellness.

You will work with branch teammates and various sales professionals, complying with policies and supporting client transactions. Strong interpersonal skills and FINRA licenses are essential.

Qualifications

• Candidate must have strong client advisory skills and the ability to identify financial wellness opportunities.
• Experience in building and maintaining client relationships and referral networks.
• Knowledge of banking products and services and comfort with financial discussions.

Responsibilities

• Deliver financial solutions and refer appropriate products to clients.
• Develop and maintain a referral pipeline with internal and external centers of influence.
• Ensure accurate documentation of client interactions and compliance procedures.

Skills

Client advisory

Financial wellness

Relationship building

Prospecting

Digital literacy

Education

High School Diploma or GED

Bachelor’s Degree (preferred)

Tools

MS Office

digital platforms and capabilities

Job description

KeyCorp in Branford, CT seeks a Private Client Banker to manage client relationships with a plan-based approach to financial advice. You will deliver and refer financial solutions to clients with up to $2M in investable assets, building trust and guiding their financial wellness.

You will work with branch teammates and various sales professionals, complying with policies and supporting client transactions. Strong interpersonal skills and FINRA licenses are essential.