Private Client Wealth Advisor

KeyBank; Bethel Park (Allegheny County); On-site; USD 52,000 - 80,000; Full time

Job summary

KeyBank is seeking a Private Client Banker to manage full client relationships with a plan-based approach to financial advice and solutions. You will work with clients holding up to $2M in investable assets, assess financial needs, gather client data, and refer to appropriate specialists across Retail, Private Bank, Mortgage, and Business Banking.

The role emphasizes strong client experience, prospecting, and collaboration with internal partners to deepen relationships while ensuring compliance.

Qualifications

• Experience in developing current and new customer relationships, achieving sales goals and building referral sources in insurance and investment products.
• Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking.
• Interpersonal interaction skills and ability to build rapport quickly.
• Influencing business partners and leveraging centers of influence to meet client needs.
• Working knowledge of PCs and digital technology and ability to educate clients on digital platforms.

Responsibilities

• Deliver and refer appropriate financial solutions to clients and refer to sales professionals as needed.
• Build a client referral pipeline and document calling efforts.
• Develop and maintain knowledge of private client products and services.
• Open personal and business accounts and manage client relationships.
• Ensure compliance with policies and documentation of client interactions.
• Collaborate with branch teammates and partners to acquire and deepen client relationships.

Skills

Client relationships

Sales goals

Referral networks

Prospecting

Networking

MS Windows

MS Office

Digital platforms

Financial planning

Education

High School Diploma / GED / equivalent

Bachelor's Degree (preferred)

Equivalent experience

FINRA S6

FINRA S63

FINRA SIE

Life, Accident, and Health Insurance Licenses

Tools

MS Windows

Microsoft Office

Job description

KeyBank is seeking a Private Client Banker to manage full client relationships with a plan-based approach to financial advice and solutions. You will work with clients holding up to $2M in investable assets, assess financial needs, gather client data, and refer to appropriate specialists across Retail, Private Bank, Mortgage, and Business Banking.

The role emphasizes strong client experience, prospecting, and collaboration with internal partners to deepen relationships while ensuring compliance.