Private Client Wealth Advisor

KeyCorp; East Whiteland Township (PA); On-site; USD 34,000 - 53,000; Full time

Job summary

KeyBank is seeking a Private Client Banker to manage client relationships with a plan-based approach to financial advice. You will deliver appropriate financial solutions to clients with up to $2M in investable assets and refer products to specialists as needed.

Responsibilities include building a referral pipeline, opening accounts, and partnering with branch teammates to deepen relationships while ensuring compliance and a high level of service.

Qualifications

• Experience developing customer relationships and meeting sales goals.
• Foundational knowledge of sales/service techniques with tele-consulting and networking.
• Comfortable interacting with small business clients and overcoming objections.

Responsibilities

• Develops and maintains a referral pipeline to expand client base.
• Delivers tailored financial wellness recommendations and refers products.
• Opens consumer and business accounts and manages client interactions.
• Partner with internal teams to deepen client relationships.

Skills

Client relationships

Sales goals

Financial wellness advice

Prospecting

Time management

Communication

Education

High School Diploma/GED

Bachelor's Degree (preferred)

Tools

MS Office

CRM systems

Job description

KeyBank is seeking a Private Client Banker to manage client relationships with a plan-based approach to financial advice. You will deliver appropriate financial solutions to clients with up to $2M in investable assets and refer products to specialists as needed.

Responsibilities include building a referral pipeline, opening accounts, and partnering with branch teammates to deepen relationships while ensuring compliance and a high level of service.