Private Client Banker: Wealth Advisor for High-Net-Worth

KeyBank; Anchorage (AK); On-site; USD 34,000 - 52,000; Full time

Job summary

KeyBank is seeking a Private Client Banker in Anchorage to serve as a trusted advisor within the Private Client Program. You will manage client relationships with up to $2M in investable assets, assess financial needs, gather client data, and refer suitable solutions across Retail, Private Bank, Mortgage, and Business Banking.

Responsibilities include building a referral pipeline, delivering personalized financial wellness plans, and ensuring compliance with policies while expanding client

Qualifications

• Experience in developing client relationships and achieving sales goals.
• Foundational knowledge of sales and service techniques with clients and networking.
• Ability to interact with small business clients and ask fact-finding questions.
• Interpersonal skills and ability to build rapport quickly.

Responsibilities

• Build a client referral pipeline through internal and external centers of influence.
• Provide financial wellness recommendations and refer investment/insurance products.
• Assist with opening personal and business accounts and related services.
• Maintain knowledge of private client products and competitive offerings.

Skills

Client relationships

Sales acumen

Financial wellness

Interpersonal skills

Digital platforms

Education

FINRA S6

FINRA S63

FINRA SIE

Life/Health Insurance Licenses

Tools

MS Office

CRM software

Digital banking tools

Job description

KeyBank is seeking a Private Client Banker in Anchorage to serve as a trusted advisor within the Private Client Program. You will manage client relationships with up to $2M in investable assets, assess financial needs, gather client data, and refer suitable solutions across Retail, Private Bank, Mortgage, and Business Banking.

Responsibilities include building a referral pipeline, delivering personalized financial wellness plans, and ensuring compliance with policies while expanding client