Private Client Advisor
About this role
Job title: Private Client Advisor
About the Role The Private Client Advisor focuses on our Mass Affluent client base, using planning and financial wellness as the core of their approach. This role serves as the primary provider of investment services to KeyBank Mass Affluent clients by delivering investment solutions to new and existing clients while identifying full relationship opportunities.
What You'll Do
- Lead investment services for Mass Affluent clients and provide tailored investment solutions.
- Emphasize planning and financial wellness as the basis of the advisor methodology.
- Identify and pursue full relationship opportunities across client relationships.
- Establish strong partnerships with Retail Branch Managers, teams, and Centers of Influence to coordinate services and outcomes.
- Collaborate with branches to maintain and grow client-facing relationships.
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