Licensed Private Client Banker
About this role
About the Role Join KeyBank's Private Client Program as a Licensed Private Client Banker. You will focus on the entire client relationship with a plan-based approach to financial advice, delivering and referring financial solutions to clients with up to $2M in investable assets. You will help clients achieve financial wellness by assessing needs, gathering and documenting client data, and offering appropriate products and services.
What You'll Do
- Build and manage client relationships with plan-based financial advice for clients with up to $2M investable assets.
- Assess client financial needs, gather and document client data, and propose appropriate products and services.
- Identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage, or Business Banking.
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