KeyBank is seeking a Private Client Banker to own client relationships with a plan-based approach to financial advice. You will deliver and refer appropriate financial solutions to clients with up to $2M in investable assets.
The role emphasizes gathering client data and offering suitable products and services to improve financial wellness. You will build a referral network, maintain knowledge of private client offerings, and collaborate with cross-functional partners to grow client
#J-18808-LjbffrPrivate Client Banker: Wealth Advisor in auburn at Unknown Company
This position is listed as full time and onsite.