Private Client Wealth Advisor

KeyCorp; Town of Glenville (NY); On-site; USD 34,000 - 52,000; Full time

Job summary

KeyCorp is seeking a Private Client Banker to manage the client relationship with a plan-based approach to financial advice for clients with up to $2M in investable assets. The PCB will deliver tailored financial solutions, document client data, and coordinate referrals to specialists within Retail, Key Investment Services, Private Bank, Mortgage, or Business Banking.

This role emphasizes advocacy for clients’ financial wellness.

Qualifications

• Experience in developing current and new customer relationships.
• Foundational knowledge of sales and service techniques with clients.
• Interpersonal skills to build rapport quickly.
• Ability to influence partners across lines of business.

Responsibilities

• Listen for financial wellness opportunities and provide recommendations.
• Refer investment and insurance products to appropriate specialists.
• Meet activity, behavior, and outcome goals.
• Develop and maintain referral pipelines with internal and external centers of influence.
• Open personal and business accounts and perform client transactions as needed.
• Support branch operations and participate in morning huddles and end-of-day debriefs.

Skills

Client relationships

Sales goals

Prospecting

Financial wellness advice

Time management

Education

High School Diploma/GED

Bachelor's degree (preferred)

Tools

MS Windows

MS Office (Word, Excel)

Job description

KeyCorp is seeking a Private Client Banker to manage the client relationship with a plan-based approach to financial advice for clients with up to $2M in investable assets. The PCB will deliver tailored financial solutions, document client data, and coordinate referrals to specialists within Retail, Key Investment Services, Private Bank, Mortgage, or Business Banking.

This role emphasizes advocacy for clients’ financial wellness.