Private Client Wealth Advisor

KeyBank; Portland (OR); On-site; USD 71,635,000 - 110,208,000; Full time

Job summary

KeyBank is seeking a Private Client Banker in Portland, OR to manage the entire client relationship with a plan-based approach to financial advice. You will deliver and refer financial solutions to clients with up to $2M in investable assets, assessing needs, gathering data, and offering appropriate products and services.

Responsibilities include building a referral pipeline, collaborating with internal partners, and ensuring compliance with policies.

Qualifications

• Demonstrated ability to develop current and new client relationships and meet sales goals.
• Foundational knowledge of sales and service techniques with clients, including tele-consulting, prospecting and networking.
• Ability to educate clients on digital platforms and capabilities within Key.

Responsibilities

• Build a client referral pipeline and develop centers of influence.
• Provide customized financial wellness recommendations and refer appropriate investment/insurance products.
• Open personal and business accounts and manage client interactions with compliance.
• Collaborate with branch teammates and partners to deepen client relationships.
• Stay informed on market trends to provide informed financial advice.

Skills

Client relationship management

Financial planning

Sales & referrals

Communication

Financial wellness guidance

Education

High School Diploma

Bachelor's Degree

Tools

MS Office

CRM systems

Job description

KeyBank is seeking a Private Client Banker in Portland, OR to manage the entire client relationship with a plan-based approach to financial advice. You will deliver and refer financial solutions to clients with up to $2M in investable assets, assessing needs, gathering data, and offering appropriate products and services.

Responsibilities include building a referral pipeline, collaborating with internal partners, and ensuring compliance with policies.