Private Client Wealth Advisor

KeyBank; Village of Red Hook (NY); On-site; USD 34,000 - 52,000; Full time

Job summary

KeyBank is seeking a Private Client Banker to manage and grow client relationships within the Private Client Program. You will deliver plan-based financial advice, assess client needs, gather data, and refer suitable solutions to investment, insurance, mortgage, and business banking professionals.

You will build a robust referral pipeline, maintain deep product knowledge, and support branch operations while adhering to risk and compliance standards.

Qualifications

• Experience building and retaining client relationships with a focus on financial wellness.
• Strong sales and referral generation through meetings, calls, and networking.
• Comfort with providing tailored advice across banking and investment products.
• Ability to educate clients on digital platforms and services.

Responsibilities

• Develop and maintain a client referral pipeline and centers of influence.
• Deliver financial solutions and refer to investment, insurance, mortgage, and business banking specialists.
• Maintain up-to-date knowledge of private client products and competitors.
• Ensure compliance and complete documentation for client interactions.
• Support branch operations and assist with client transactions when needed.

Skills

Client relationships

Sales & referral growth

Financial wellness advice

Prospecting & networking

Digital platforms & banking apps

Education

High School Diploma / GED

Bachelor's Degree

Tools

MS Windows & Office

Digital banking platforms

Job description

KeyBank is seeking a Private Client Banker to manage and grow client relationships within the Private Client Program. You will deliver plan-based financial advice, assess client needs, gather data, and refer suitable solutions to investment, insurance, mortgage, and business banking professionals.

You will build a robust referral pipeline, maintain deep product knowledge, and support branch operations while adhering to risk and compliance standards.