Hire Ahead Private Client Banker
KeyBank(4 days ago)
Stamford, CTOnsiteFull TimeMedior$50,000 - $79,153Private Banking
Apply NowAbout this role
A Private Client Banker at KeyBank focuses on client relationships within the private banking sector, providing tailored financial advice and solutions to high-net-worth individuals with up to $2 million in investable assets. The role emphasizes developing trust, identifying financial needs, and referring appropriate financial products and services. It involves collaboration with various banking and investment professionals and requires a strong commitment to client service.
Required Skills
- Customer Service
- Financial Advice
- Account Management
- Prospecting
- Referral Development
- Financial Planning
- Sales Techniques
- Relationship Building
- Market Analysis
- Digital Technology
About KeyBank
key.comEnjoy the benefits of being a KeyBank client. We offer checking & savings accounts, credit cards, insurance, and loans. Open your KeyBank account today!
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