Private Client Banker
KeyBank(2 months ago)
About this role
A Private Client Banker at KeyBank delivers plan-based financial advice and manages full client relationships for individuals with up to $2M in investable assets. The role focuses on assessing clients' financial needs, offering and referring appropriate banking, investment, and insurance solutions, and helping clients achieve financial wellness. It involves collaborating with internal specialists to deepen relationships and support client acquisition and retention.
Required Skills
- Client Advisory
- Financial Advice
- Relationship Building
- Prospecting
- Referral Management
- Sales
- Compliance
- Time Management
- Communication
- Digital Literacy
+1 more
Qualifications
- High School Diploma
- GED
- Bachelor's Degree
- FINRA Series 6
- FINRA Series 63
- FINRA SIE
- Life and Health Insurance License
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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