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

KeyBank; Hamden (CT); On-site; USD 34,440 - 52,982; Full time

Benefits offered by this job

Incentive compensation

Commission opportunities

Professional development

Job summary

KeyBank is looking for a Private Client Banker in Hamden, Connecticut. This position requires delivering tailored financial solutions to clients with investable assets up to $2M. Key responsibilities include building strong client relationships and providing personalized financial advice.

The ideal candidate will possess strong sales skills, financial knowledge, and the ability to develop new client relationships. This role involves a commitment to compliance and exceptional client service.

Qualifications

• Experience in customer relationship development and insurance/investment fields.
• Knowledge of sales techniques and financial products.
• Ability to interact effectively with clients and understand their financial needs.

Responsibilities

• Develop and maintain relationships with clients, providing personalized financial advice.
• Assist clients in opening personal and business accounts.
• Ensure compliance with banking policies and regulations.

Skills

Client relationship development

Sales techniques

Financial advisory

Interpersonal skills

Digital technology understanding

Education

High School Diploma, GED, or equivalent

Bachelor’s Degree (preferred)

Tools

MS Windows

Microsoft Office (Word, Excel)

Financial products knowledge

Job description

KeyBank is looking for a Private Client Banker in Hamden, Connecticut. This position requires delivering tailored financial solutions to clients with investable assets up to $2M. Key responsibilities include building strong client relationships and providing personalized financial advice.

The ideal candidate will possess strong sales skills, financial knowledge, and the ability to develop new client relationships. This role involves a commitment to compliance and exceptional client service.