Private Client Banker: Wealth Advisor for High Net Worth Clients

KeyBank; Woodinville (WA); On-site; USD 34,000 - 52,000; Full time

Job summary

KeyBank is seeking a Private Client Banker in Woodinville to manage client relationships and deliver plan-based financial advice. You will assess client needs, gather data, and refer appropriate products through internal specialists to support financial wellness.

The role emphasizes building trust, maintaining compliance, and collaborating with branches and centers of influence. We expect strong sales discipline, robust interpersonal skills, and the ability to open personal and business accounts

Qualifications

• High School Diploma, GED, or equivalent; Bachelor's degree preferred.
• Experience in developing customer relationships and meeting sales goals.
• Strong interpersonal and communication skills; ability to work with high-net-worth clients.

Responsibilities

• Provide financial wellness recommendations to clients.
• Open client accounts and manage relationships.
• Refer investment and insurance products through appropriate channels.
• Maintain knowledge of private client products and services.
• Ensure compliance with policies and documentation.

Skills

Client relationships

Sales goals

Financial wellness

Time management

Digital platforms knowledge

Education

High School Diploma or GED

Bachelor's Degree (preferred)

Tools

MS Windows

Microsoft Office (Word, Excel)

Job description

KeyBank is seeking a Private Client Banker in Woodinville to manage client relationships and deliver plan-based financial advice. You will assess client needs, gather data, and refer appropriate products through internal specialists to support financial wellness.

The role emphasizes building trust, maintaining compliance, and collaborating with branches and centers of influence. We expect strong sales discipline, robust interpersonal skills, and the ability to open personal and business accounts