Private Client Banker: Wealth Advisor & Clients

KeyBank; West Hartford (CT); On-site; USD 34,000 - 52,000; Full time

Job summary

KeyBank is seeking a Private Client Banker (PCB) to manage the full client relationship with a plan-based approach to financial advice, handling up to $2M in investable assets.

You will identify financial wellness opportunities, refer investment and insurance products, and collaborate with Retail, Private Bank, Mortgage, and Business Banking partners to deepen client relationships. The role emphasizes compliance, teamwork, and client-focused service.

Qualifications

• High School Diploma or equivalent (required) or Bachelor's Degree (preferred).
• Experience building client relationships, achieving sales goals and referrals in insurance/investment products is required.
• Strong interpersonal skills and ability to influence partners across lines of business.

Responsibilities

• Embodies a strong client experience culture with clients and teammates.
• Listen for financial wellness opportunities and provide customized recommendations.
• Refer investment and insurance products to deliver client solutions.
• Builds a referral pipeline through internal and external centers of influence.
• Ensure compliance with policies and procedures and document client interactions.

Skills

Client advisory

Relationship building

Sales & referrals

Financial wellness

Education

High School Diploma or equivalent (required)

Bachelor's Degree (preferred)

Tools

MS Windows

MS Office (Word/Excel)

Job description

KeyBank is seeking a Private Client Banker (PCB) to manage the full client relationship with a plan-based approach to financial advice, handling up to $2M in investable assets.

You will identify financial wellness opportunities, refer investment and insurance products, and collaborate with Retail, Private Bank, Mortgage, and Business Banking partners to deepen client relationships. The role emphasizes compliance, teamwork, and client-focused service.