Private Client Wealth Advisor

KeyCorp; Jamestown (NY); On-site; USD 52,000 - 80,000; 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 and refer suitable financial solutions to clients with up to $2M in investable assets, helping them pursue financial wellness and growth.

You will collaborate with Retail, Investment Services, Private Bank, Mortgage, and Business Banking teams, opening accounts, building a pipeline, and ensuring compliance. A strong client focus is required.

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 skills with ability to build rapport quickly.
• Ability to influence partners such as Investment Services, Mortgage and Business Banking.
• Working knowledge of PCs and digital technology; ability to educate clients on digital platforms.

Responsibilities

• Embody a client experience culture; be present with clients and teammates.
• Listen for financial wellness opportunities and provide customized recommendations.
• Refer investment and insurance products to clients.
• Develop a referral pipeline and document calling efforts.
• Maintain knowledge of private client products and competitive offerings.

Skills

Client relationship mgmt

Financial advice

Prospecting

Collaboration

Education

High School Diploma or GED

Bachelor's degree preferred

Tools

MS Windows & Office

Digital platforms (Key)

Job description

KeyBank is seeking a Private Client Banker to manage client relationships 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 pursue financial wellness and growth.

You will collaborate with Retail, Investment Services, Private Bank, Mortgage, and Business Banking teams, opening accounts, building a pipeline, and ensuring compliance. A strong client focus is required.