Private Client Wealth Advisor

KeyCorp; Town of Grand Island (NY); On-site; USD 52,000 - 80,000; Full time

Benefits offered by this job

Incentive compensation

Job summary

KeyBank's Grand Island area seeks a Private Client Banker to manage client relationships with a plan-based approach to financial advice. You will deliver solutions to clients with up to $2M in investable assets and refer to investment, insurance, mortgage, and business banking experts as appropriate.

The role emphasizes building a trusted advisor relationship, meeting activity and referral targets, and collaborating with branch teammates and specialists to enhance client financial wellbeing.

Qualifications

• High school diploma or GED required; bachelor's degree preferred.
• Experience building client relationships and meeting sales goals.
• Foundational sales/service techniques and networking skills.

Responsibilities

• Deliver client-centric financial wellness recommendations and refer solutions as needed.
• Build and maintain a referral pipeline with internal and external partners.
• Develop knowledge of private client products and competitive offerings.
• Open personal and business accounts and support branch operations as needed.
• Ensure compliance with risk, security, and audit requirements in daily interactions.

Skills

Client relationship building

Sales goals attainment

Financial wellness planning

Communication skills

Education

High School Diploma or GED (or equivalent)

Bachelor's degree preferred

Tools

MS Windows & Office

Digital platforms (KeyMobile/Apps)

Job description

KeyBank's Grand Island area seeks a Private Client Banker to manage client relationships with a plan-based approach to financial advice. You will deliver solutions to clients with up to $2M in investable assets and refer to investment, insurance, mortgage, and business banking experts as appropriate.

The role emphasizes building a trusted advisor relationship, meeting activity and referral targets, and collaborating with branch teammates and specialists to enhance client financial wellbeing.