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

KeyCorp; Anchorage (AK); On-site; USD 52,000 - 80,000; Full time

Job summary

KeyBank in Anchorage seeks a Private Client Banker to manage the full client relationship with plan-based financial advice. You will deliver and refer investment, insurance and other solutions for clients with up to $2M in investable assets, building trust and guiding clients toward financial wellness.

You will open accounts, partner with branch teams, and meet sales and service goals while complying with risk policies. FINRA licenses and Life/Health licenses are required.

Qualifications

• High School Diploma, GED, or equivalent experience (required) or Bachelor's Degree (preferred) OR equivalent experience (required)
• Experience in developing current and new customer relationships, achieving sales goals and building referral sources in insurance and investment products.
• Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking.
• Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful.
• Interpersonal interaction skills and an ability to build rapport in matter of minutes is vital.
• Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals.
• Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.).
• Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required)

Responsibilities

• Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.).
• Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products and services to ensure meaningful in-depth financial wellness conversations with clients.
• Building and nurturing relationships with clients to understand their needs and provide solutions that enhance their financial well-being.
• Staying updated with market trends and analyzing market conditions to provide informed financial advice.
• Actively identifying and developing new client relationships through prospecting and networking.

Skills

Relationship building

Sales goals

Financial wellness

Client advisory

Digital literacy

Education

Bachelor's degree preferred

Tools

MS Office

Digital banking tools

Job description

KeyBank in Anchorage seeks a Private Client Banker to manage the full client relationship with plan-based financial advice. You will deliver and refer investment, insurance and other solutions for clients with up to $2M in investable assets, building trust and guiding clients toward financial wellness.

You will open accounts, partner with branch teams, and meet sales and service goals while complying with risk policies. FINRA licenses and Life/Health licenses are required.