Private Client Wealth Advisor

KeyCorp; Oregon; On-site; USD 34,000 - 52,000; Full time

Job summary

KeyCorp is hiring a Private Client Banker to manage full client relationships with a plan-based approach to financial advice. You will assess client needs, gather data, and refer suitable products across investment, insurance, mortgage, and business banking to help clients reach financial wellness.

The role requires building relationships, prospecting for new clients, and collaborating with internal partners while ensuring compliance and exceptional client experience.

Qualifications

• Experience building client relationships and meeting sales goals.
• Foundational knowledge of sales and service techniques with clients.
• Comfortable interacting with small business clients and networking.

Responsibilities

• Embodies a strong client experience culture with each client interaction.
• Listen for financial wellness opportunities and provide tailored recommendations.
• Delivers client solutions by referring investment and insurance products.
• Develops and maintains knowledge of private client products and competitive offerings.
• Builds a client referral pipeline with internal and external centers of influence.

Skills

Financial wellness planning

Client relationship building

Prospecting & networking

Sales & referral execution

Knowledge of investment and insurance

Education

High School Diploma or GED

Bachelor's Degree (preferred)

Tools

MS Windows & Office (Word, Excel)

CRM systems

Job description

KeyCorp is hiring a Private Client Banker to manage full client relationships with a plan-based approach to financial advice. You will assess client needs, gather data, and refer suitable products across investment, insurance, mortgage, and business banking to help clients reach financial wellness.

The role requires building relationships, prospecting for new clients, and collaborating with internal partners while ensuring compliance and exceptional client experience.