Private Client Wealth Advisor

KeyBank; Woodinville (WA); On-site; USD 34,440 - 52,982; Full time

Benefits offered by this job

Competitive salary

Incentive compensation

Benefits package

Job summary

A reputable financial institution is seeking a Private Client Banker to provide financial advice and solutions for high-net-worth clients. The successful candidate will be responsible for building strong client relationships and identifying opportunities for financial wellness. This role requires a strong sales background and the ability to maintain a pipeline of referrals. Employees will enjoy competitive compensation and various benefits, aligning with the institution's commitment to client success.

Qualifications

• Experience developing customer relationships and achieving sales goals.
• Knowledge of insurance and investment products.
• Strong interpersonal skills and ability to build rapport quickly.

Responsibilities

• Deliver tailored financial solutions to clients with up to $2M in assets.
• Build referral pipelines through networking and prospecting.
• Ensure compliance with bank policies and procedures.

Skills

Sales and referral goal attainment

Client relationship building

Time management

Financial advice and planning

Networking and prospecting

Education

High School Diploma or GED

Bachelor's Degree

Tools

Microsoft Office (Word, Excel)

Digital technology platforms

Job description

A reputable financial institution is seeking a Private Client Banker to provide financial advice and solutions for high-net-worth clients. The successful candidate will be responsible for building strong client relationships and identifying opportunities for financial wellness. This role requires a strong sales background and the ability to maintain a pipeline of referrals. Employees will enjoy competitive compensation and various benefits, aligning with the institution's commitment to client success.