Private Client Banker: Wealth Advisory & Relationship Lead

KeyBank; Frazer Township (PA); On-site; USD 71,635,200 - 110,203,867; Full time

Job summary

KeyBank is seeking a Private Client Banker to cultivate the end-to-end client relationship with a plan-based approach to financial advice. You will deliver and refer suitable financial solutions to clients with up to $2M in investable assets, helping them build confidence in their financial wellness through data gathering and tailored product recommendations.

Responsibilities include identifying opportunities, referring investment and insurance products, and maintaining in-depth knowledge of

Qualifications

• Experience in developing current and new customer relationships and achieving sales goals.
• Foundational knowledge of sales and service techniques with clients.
• Interpersonal skills to build rapport quickly and effectively.

Responsibilities

• Listen for opportunities and provide financial wellness recommendations.
• Develop referral pipelines with internal and external partners.
• Maintain knowledge of private client products and services.
• Open accounts and support branch operations as needed.

Skills

Client relationship

Sales & referrals

Financial advisory

Communication

Digital literacy

Education

High School Diploma

Bachelor's Degree (preferred)

Tools

MS Office

CRM software

Job description

KeyBank is seeking a Private Client Banker to cultivate the end-to-end client relationship with a plan-based approach to financial advice. You will deliver and refer suitable financial solutions to clients with up to $2M in investable assets, helping them build confidence in their financial wellness through data gathering and tailored product recommendations.

Responsibilities include identifying opportunities, referring investment and insurance products, and maintaining in-depth knowledge of