Private Client Wealth Advisor

KeyBank; Pleasantdale (NY); On-site; USD 34,000 - 53,000; Full time

Job summary

KeyBank is seeking a Private Client Banker to nurture client relationships, assess financial needs, and offer appropriate solutions. You will identify opportunities for wealth and banking products, refer clients to Investment Services, Private Bank, Mortgage, or Business Banking, and collaborate with branch teams.

You will support both individual and business clients, open accounts, comply with risk controls, and participate in morning huddles and end-of-day debriefs.

Qualifications

• High School Diploma, GED, or equivalent experience (required) or Bachelor's Degree (preferred).
• 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.

Responsibilities

• Embodies a strong client experience culture, being present with every client and teammate.
• Listen for clues for financial wellness opportunities and provide effective, customized recommendations.
• Develops and maintains a client referral pipeline and documents calling efforts.
• Opens personal and business accounts and develops partnerships with branch teammates and line of business partners.
• Ensures compliance with operational, risk, security and audit procedures.

Skills

FINRA S6 (required)

FINRA S63 (required)

FINRA SIE (required)

Life Insurance Licenses

Interpersonal skills

Sales goal achievement

Client advisory

MS Office knowledge

Education

High School Diploma or GED

Bachelor's Degree (preferred)

Tools

MS Windows

Excel

Word

Job description

KeyBank is seeking a Private Client Banker to nurture client relationships, assess financial needs, and offer appropriate solutions. You will identify opportunities for wealth and banking products, refer clients to Investment Services, Private Bank, Mortgage, or Business Banking, and collaborate with branch teams.

You will support both individual and business clients, open accounts, comply with risk controls, and participate in morning huddles and end-of-day debriefs.