Private Wealth Advisor for High-Net-Worth Clients

KeyCorp; Beachwood (OH); On-site; USD 34,000 - 52,000; Full time

Job summary

KeyCorp is seeking a Private Client Banker in Beachwood, Ohio to manage full client relationships and provide plan-based financial advice for clients with up to $2M in investable assets. You will gather client data, identify appropriate products, and refer to sales professionals across Retail, Private Bank, and Investment Services.

Responsibilities include building a strong referral network, meeting activity and sales targets, and ensuring compliance with policies.

Qualifications

• Build and maintain client relationships to meet financial wellness goals.
• Identify opportunities and refer appropriate investment/insurance products.
• Maintain knowledge of private client products and competitor offerings.

Responsibilities

• Embodies a client-experience culture with every interaction.
• Listen for financial wellness opportunities and provide tailored recommendations.
• Develop a referral pipeline and collaborate with internal partners.
• Ensure compliance with risk, audit, and operational procedures.
• Support branch operations and client transactions as needed.

Skills

Client relationship building

Sales & referrals

Financial wellness counseling

Digital literacy

Time management

Education

High School Diploma / GED

Bachelor's degree (preferred)

Tools

MS Office

Job description

KeyCorp is seeking a Private Client Banker in Beachwood, Ohio to manage full client relationships and provide plan-based financial advice for clients with up to $2M in investable assets. You will gather client data, identify appropriate products, and refer to sales professionals across Retail, Private Bank, and Investment Services.

Responsibilities include building a strong referral network, meeting activity and sales targets, and ensuring compliance with policies.