Wealth-Driven Private Client Advisor

keybank; Ashland (OH); Presencial; USD 52.000 - 80.000; Jornada completa

Descripción de la vacante

KeyBank is seeking a Private Client Banker to guide clients with a plan-based approach to financial advice and manage relationships with up to $2M in investable assets. You will identify wellness opportunities, open accounts, and refer solutions across retail, investment, private bank, mortgage or business banking.

You will maintain strong client relationships, collaborate with internal partners, and ensure compliance while supporting branch operations and weekend schedules as needed.

Formación

• Experience in developing current and new customer relationships, achieving sales goals and building referral sources in insurance and investment products.
• Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking.
• Ability to work with high-net-worth clients and build rapport quickly.
• Interpersonal skills to influence partners and leverage centers of influence.
• Proficiency with PCs and digital platforms to educate clients on digital capabilities.

Responsabilidades

• Embodies a strong client experience culture and builds a referral pipeline.
• Listen for financial wellness opportunities and refer appropriate products and services.
• Open personal and business accounts and support branch operations as needed.
• Develop partnerships with branch teammates and business lines to deepen client relationships.
• Ensure compliance with policies and documentation of client interactions.

Conocimientos

Client relationships

Sales goals

Networking

Financial wellness

Communication

Time management

Educación

High School Diploma/GED

Bachelor's Degree

Herramientas

MS Windows

MS Office

Descripción del empleo

KeyBank is seeking a Private Client Banker to guide clients with a plan-based approach to financial advice and manage relationships with up to $2M in investable assets. You will identify wellness opportunities, open accounts, and refer solutions across retail, investment, private bank, mortgage or business banking.

You will maintain strong client relationships, collaborate with internal partners, and ensure compliance while supporting branch operations and weekend schedules as needed.