Private Client Advisor
KeyBank(12 days ago)
About this role
A Private Client Advisor at KeyBank focuses on serving the Mass Affluent client base by providing investment solutions and financial planning to grow existing relationships and acquire new clients. The role involves collaborative engagement with bank teams, delivering comprehensive financial wellness conversations, and supporting cross-selling efforts within the bank.
Required Skills
- investment
- Financial Planning
- Sales
- Client Relationships
- Banking Products
- Consultative Sales
- Financial Solutions
- Teamwork
- Client Service
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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