Private Client Wealth Advisor

KeyCorp; Storrs (CT); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Diverse compensation package including incentives

Opportunities for career development

Job summary

KeyCorp in Storrs, CT is seeking a Private Client Banker who will act as a problem solver and trusted advisor to clients. This role focuses on building long-term relationships and delivering tailored financial solutions to high-net-worth individuals.

As a PCB, you will manage an entire client relationship, identifying specific needs and referring clients to the appropriate banking services. A strong emphasis is placed on sales goals, financial advice, and proactive client engagement.

Qualifications

• High School Diploma or GED, or Bachelor's Degree.
• Experience in customer relationship management and sales.
• Ability to assess and provide financial solutions to clients.

Responsibilities

• Develop client relationships to achieve financial wellness.
• Deliver customized financial wellness recommendations.
• Ensure compliance with operational and security procedures.

Skills

Sales and referral goals attainment

Client relationship building

Financial advice knowledge

Excellent time management

Interpersonal interaction skills

Education

High School Diploma or GED

Bachelor's Degree

Tools

MS Windows

Office Products

Digital technology

Job description

KeyCorp in Storrs, CT is seeking a Private Client Banker who will act as a problem solver and trusted advisor to clients. This role focuses on building long-term relationships and delivering tailored financial solutions to high-net-worth individuals.

As a PCB, you will manage an entire client relationship, identifying specific needs and referring clients to the appropriate banking services. A strong emphasis is placed on sales goals, financial advice, and proactive client engagement.