Private Client Wealth Advisor

KeyCorp; Livonia (MI); On-site; USD 52,000 - 80,000; Full time

Job summary

KeyCorp is seeking a Private Client Banker to manage client relationships across the Key Private Client program. You will provide plan-based financial advice, refer investment and insurance solutions, and work with a broad client base with up to $2M in investable assets.

You will collaborate with Retail, Private Bank, Investment Services, Mortgage, and Business Banking teams to meet clients' financial wellness goals while maintaining compliance and delivering superior service.

Qualifications

• Develops and maintains client relationships to achieve sales goals.
• Identifies financial wellness opportunities during conversations and recommends solutions.
• Proactively builds referral pipelines with internal and external partners.
• Maintains knowledge of private client products and competitive offerings.

Responsibilities

• Listen for financial wellness opportunities and provide tailored recommendations.
• Deliver client solutions by referring investment and insurance products.
• Maintain and expand referral networks with branch teammates and partners.
• Open and service client accounts and maintain compliant documentation.
• Stay current with market trends to offer informed guidance.

Skills

Client relationship building

Sales goals

Time management

Financial wellness advice

Communication

Education

High School Diploma or GED

Bachelor's Degree preferred

Equivalent experience

Tools

MS Windows

MS Office (Word, Excel)

Job description

KeyCorp is seeking a Private Client Banker to manage client relationships across the Key Private Client program. You will provide plan-based financial advice, refer investment and insurance solutions, and work with a broad client base with up to $2M in investable assets.

You will collaborate with Retail, Private Bank, Investment Services, Mortgage, and Business Banking teams to meet clients' financial wellness goals while maintaining compliance and delivering superior service.