Private Client Wealth Advisor

KeyCorp; Wexford (Allegheny County); On-site; USD 71,635,000 - 110,208,000; Full time

Job summary

KeyCorp is seeking a Private Client Banker to manage the full client relationship within the Key Private Client Program, handling clients with up to $2M in investable assets. The PCB will gather data, assess financial needs, and refer appropriate investment, insurance, mortgage, and business banking solutions.

The role emphasizes a plan-based advisory approach, collaboration with retail, investment services, private bank, and other departments, and a commitment to compliant, ethical client

Qualifications

• Experience building client relationships and achieving sales goals
• Foundational sales and service techniques with clients
• Ability to interact with small business clients and overcome objections
• Strong rapport-building and communication skills
• Ability to influence partners across business lines
• Proficient with PCs and MS Office
• Knowledge of digital platforms and Key digital capabilities

Responsibilities

• Deliver financial wellness recommendations and refer appropriate products
• Open personal and business accounts and manage deposits credit products
• Develop and maintain a robust client referral pipeline
• Ensure compliance with policies and proper documentation of client interactions
• Support branch operations including teller transactions as needed
• Attend and participate in morning huddles and end-of-day debriefs
• Work Saturdays as directed by management

Skills

Client relationships

Sales goals

Referral development

Account management

Digital platforms

Education

High School Diploma or GED

Bachelor's degree preferred

Tools

MS Office

Job description

KeyCorp is seeking a Private Client Banker to manage the full client relationship within the Key Private Client Program, handling clients with up to $2M in investable assets. The PCB will gather data, assess financial needs, and refer appropriate investment, insurance, mortgage, and business banking solutions.

The role emphasizes a plan-based advisory approach, collaboration with retail, investment services, private bank, and other departments, and a commitment to compliant, ethical client