Private Client Banker: Wealth Advisor

KeyBank; Town of Red Hook (NY); Hybrid; USD 52,000 - 80,000; Full time

Job summary

KeyBank is seeking a Private Client Banker (PCB) to manage the end-to-end client relationship with a plan-based approach to financial advice. The PCB will deliver and refer financial solutions to clients with up to $2M in investable assets, gathering and documenting client data and providing tailored advice to meet financial wellness goals.

The role emphasizes building a strong client experience, prospecting, and collaborating with Investment Services, Private Bank, Mortgage, and Business

Qualifications

• Experience in developing current and new customer relationships and achieving sales goals.
• Foundational knowledge of sales techniques with clients, including tele-consulting and networking.
• Ability to build rapport quickly and influence partners across lines of business.

Responsibilities

• Provide knowledgeable financial wellness recommendations to clients.
• Refer investment and insurance products to appropriate specialists.
• Open personal and business accounts and manage a broad product suite.
• Develop partnerships with branch teammates and business partners to grow client relationships.

Skills

Sales skills

Relationship building

Financial advisory

Time management

Digital literacy

Education

High School Diploma / GED / equivalent

Bachelor's Degree preferred

Tools

MS Windows & Office

Digital banking platforms

Job description

KeyBank is seeking a Private Client Banker (PCB) to manage the end-to-end client relationship with a plan-based approach to financial advice. The PCB will deliver and refer financial solutions to clients with up to $2M in investable assets, gathering and documenting client data and providing tailored advice to meet financial wellness goals.

The role emphasizes building a strong client experience, prospecting, and collaborating with Investment Services, Private Bank, Mortgage, and Business