Private Client Wealth Advisor

keybank; Camas (WA); On-site; USD 70,260,000 - 107,453,000; Full time

Job summary

KeyBank is seeking a Private Client Banker to manage the full client relationship for high net-worth clients with up to $2M in investable assets. You will assess client needs, document data, and recommend appropriate financial solutions across banking, investment, and advisory products.

The role emphasizes building strong client relationships, cross-functional collaboration, and adherence to risk and compliance standards within a community banking context.

Qualifications

• High School Diploma or GED required; Bachelor's degree preferred.
• Experience in developing client relationships and achieving sales goals.
• Foundational sales and service techniques with clients.
• Strong interpersonal skills and ability to build rapport quickly.
• Ability to influence partners across business lines.
• Proficiency with PCs and digital platforms.

Responsibilities

• Embodies a strong client experience culture and supports client interactions.
• Identify financial wellness opportunities and refer investment/insurance products.
• Builds a client referral pipeline and documents calling efforts.
• Develops knowledge of private client products and services to have in-depth conversations.
• Open personal and business accounts and collaborate with branch teams.
• Ensure compliance with risk, security, and policy procedures.

Skills

Client experience

Time management

Adaptability

Collaboration

Critical thinking

Decision making

Emotional intelligence

Storytelling

Change navigation

Oral & written communication

Risk management

Education

High School Diploma / GED

Bachelor's degree (preferred)

Tools

MS Windows

Microsoft Office (Word, Excel)

Job description

KeyBank is seeking a Private Client Banker to manage the full client relationship for high net-worth clients with up to $2M in investable assets. You will assess client needs, document data, and recommend appropriate financial solutions across banking, investment, and advisory products.

The role emphasizes building strong client relationships, cross-functional collaboration, and adherence to risk and compliance standards within a community banking context.