Private Client Banker: Wealth Advisor

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

Job summary

KeyBank is seeking a Private Client Banker to own client relationships 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.

The role emphasizes gathering client data and offering suitable products and services to improve financial wellness. You will build a referral network, maintain knowledge of private client offerings, and collaborate with cross-functional partners to grow client

Qualifications

• Experience in developing customer relationships and achieving sales goals.
• Foundational knowledge of sales, service techniques, tele-consulting, outside calling, prospecting and networking.
• Ability to interact with small business clients and build rapport quickly.
• Experience influencing internal partners and leveraging centers of influence.

Responsibilities

• Provide financial wellness recommendations and refer investment/insurance products.
• Maintain a referral pipeline and prospecting activities.
• Develop knowledge of private client products and competitors.
• Open personal and business accounts and assist with client transactions as needed.
• Collaborate with branch teammates and partners to deepen client relationships.

Skills

Relationship building

Sales & referrals

Financial wellness

Time management

Digital platforms

Communication skills

Education

High School Diploma or equivalent

Bachelor's Degree preferred

Tools

MS Windows

Excel

Banking software

Job description

KeyBank is seeking a Private Client Banker to own client relationships 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.

The role emphasizes gathering client data and offering suitable products and services to improve financial wellness. You will build a referral network, maintain knowledge of private client offerings, and collaborate with cross-functional partners to grow client