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

KeyBank; Village of North Syracuse (NY); On-site; USD 34,000 - 53,000; Full time

Job summary

KeyBank is seeking a Private Client Banker to manage the full client relationship with a plan-based approach to financial advice in the New York area. You will identify client needs, gather data, and refer appropriate financial solutions to clients with up to $2M in investable assets.

The role emphasizes building partnerships, ensuring compliance, and contributing to branch operations while developing referral networks and in-person client engagement.

Qualifications

• Experience developing client relationships and achieving sales goals.
• Foundational knowledge of sales and service techniques with clients.

Responsibilities

• Provide financial wellness recommendations and refer investment/insurance products.
• Develop client referral pipelines and document calling efforts.

Skills

Client advisory

Relationship building

Time management

Integrity

Financial wellness

Education

High School Diploma / GED

Bachelor's Degree (preferred)

OR equivalent experience

FINRA S6

FINRA S63

FINRA SIE (SIE)

Life, Accident, and Health Insurance Licenses

Tools

MS Windows/Office

Job description

KeyBank is seeking a Private Client Banker to manage the full client relationship with a plan-based approach to financial advice in the New York area. You will identify client needs, gather data, and refer appropriate financial solutions to clients with up to $2M in investable assets.

The role emphasizes building partnerships, ensuring compliance, and contributing to branch operations while developing referral networks and in-person client engagement.