Private Client Banker: Wealth Advisor for Private Clients

KeyBank; Burlington (VT); Hybrid; USD 52,000 - 80,000; Full time

Benefits offered by this job

Incentive compensation

Job summary

KeyCorp’s Private Client Banker role focuses on the full client relationship with a plan-based approach to financial advice in our Key Private Client program. You serve clients with up to $2M in investable assets, gathering data, and offering suitable products and referrals to specialists across Retail, Private Bank, Mortgage, and Business Banking.

You’ll maintain strong client relationships, achieve sales and referral goals, and stay compliant with policies while developing knowledge of private

Qualifications

• Experience in developing current and new customer relationships and meeting sales goals.
• Foundational knowledge of sales and service techniques with clients.
• Interpersonal skills and ability to build rapport quickly.
• Ability to influence partners and collaborate across lines of business.

Responsibilities

• Embodies a strong client experience culture and professional conduct.
• Provide financial wellness recommendations and refer appropriate products.
• Develop and maintain knowledge of private client products and services.
• Opening and managing client accounts and relationships with internal partners.

Skills

Client relations

Financial planning

Sales goals

Digital platforms

Time management

Integrity

Communication

Education

FINRA Licenses S6

FINRA S63

FINRA SIE

Life, Health Insurance Licenses

Tools

MS Windows

MS Office (Word, Excel)

Digital banking platforms

Job description

KeyCorp’s Private Client Banker role focuses on the full client relationship with a plan-based approach to financial advice in our Key Private Client program. You serve clients with up to $2M in investable assets, gathering data, and offering suitable products and referrals to specialists across Retail, Private Bank, Mortgage, and Business Banking.

You’ll maintain strong client relationships, achieve sales and referral goals, and stay compliant with policies while developing knowledge of private