Private Client Financial Advisor

Job Description

The Private Client Banker is a key role in the Key Private Client Program, responsible for delivering and referring financial solutions to clients with up to $2M in investable assets. The ideal candidate will have a strong client experience culture, be able to listen for clues for financial wellness opportunities, and provide effective and customized financial wellness recommendations to clients.

This position requires a disciplined approach to prospecting, building a client referral pipeline via identification and development of internal and external centers of influence. The successful candidate will have an in-depth knowledge of private client products and services, as well as knowledge of competitive products and services to ensure meaningful in-depth financial wellness conversations with clients.

Responsibilities

• Embodies a strong client experience culture, being present with every client and teammate.

• Listen for clues for financial wellness opportunities during client conversations and provide effective and customized financial wellness recommendations to clients.

• Consistently attains individual activity, behavior, and outcome expectations.

• Builds a client referral pipeline via identification and development of internal and external centers of influence.

• Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products and services.