Private Client Wealth Advisor

KeyCorp; Pittsburgh (Allegheny County); On-site; USD 52,000 - 80,000; Full time

Job summary

KeyCorp in Pittsburgh seeks a Private Client Banker to manage client relationships within the Key Private Client Program, delivering plan-based financial guidance and referrals up to $2M in investable assets. You will gather client data, assess needs, and coordinate with Retail, Private Bank, Investment Services, Mortgage, and Business Banking to meet client goals.

The role emphasizes exceptional client service, deep product knowledge, compliance, and collaboration with branch teams to grow

Qualifications

• Diploma or equivalent required; Bachelor’s degree preferred.
• Experience building client relationships and meeting sales goals.
• Ability to refer investment and insurance products to clients.

Responsibilities

• Build a client referral pipeline via internal and external centers of influence.
• Refer investment and insurance products to clients.
• Open personal and business accounts and manage client onboarding.
• Maintain knowledge of private client products and competitive offerings.
• Ensure compliance with risk, security, and audit procedures.

Skills

Client relationships

Sales & referrals

Financial wellness

Prospecting

Education

High School Diploma

Bachelor's Degree

Tools

MS Office

Digital platforms

Job description

KeyCorp in Pittsburgh seeks a Private Client Banker to manage client relationships within the Key Private Client Program, delivering plan-based financial guidance and referrals up to $2M in investable assets. You will gather client data, assess needs, and coordinate with Retail, Private Bank, Investment Services, Mortgage, and Business Banking to meet client goals.

The role emphasizes exceptional client service, deep product knowledge, compliance, and collaboration with branch teams to grow