Private Client Wealth Advisor

KeyBank; City of Troy (NY); Presencial; USD 52.000 - 80.000; Jornada completa

Descripción de la vacante

KeyBank is seeking a Private Client Banker to serve clients in the Troy, NY area. You will manage the full client relationship with a plan-based approach to wealth management, delivering financial solutions and referrals to appropriate specialists within KeyBank's network.

You will build a referral pipeline, develop partnerships with branch teammates, and ensure regulatory and operational compliance while supporting branch operations and client transactions.

Formación

• Experience building customer relationships and achieving sales goals.
• Proven ability to develop referral sources and networks.
• Comfort with discussing financial products and services.

Responsabilidades

• Embodies a strong client experience culture with every client interaction.
• Identify opportunities for financial wellness and refer appropriate products.
• Maintain knowledge of private client products and market offerings.
• Open and manage client accounts (checking, deposits, lending, investments).
• Collaborate with partners across lines of business to deepen client relationships.
• Ensure compliance and proper documentation of client interactions.

Conocimientos

Client relationship building

Sales & referrals

Financial wellness advising

Interpersonal communication

Digital literacy

Educación

High School Diploma

Bachelor's Degree preferred

Equivalent experience

Herramientas

MS Windows

MS Office (Word/Excel)

Descripción del empleo

KeyBank is seeking a Private Client Banker to serve clients in the Troy, NY area. You will manage the full client relationship with a plan-based approach to wealth management, delivering financial solutions and referrals to appropriate specialists within KeyBank's network.

You will build a referral pipeline, develop partnerships with branch teammates, and ensure regulatory and operational compliance while supporting branch operations and client transactions.