What are the responsibilities and job description for the Private Wealth Advisor position at KeyBank?
Job Summary
We are seeking a skilled and experienced Private Wealth Advisor to join our team at KeyBank. As a Private Wealth Advisor, you will be responsible for providing high-net-worth individuals and families with expert financial guidance and investment advice. You will work closely with clients to understand their financial goals and objectives, and develop customized investment strategies to help them achieve those goals.
The ideal candidate will have a strong background in finance, excellent communication skills, and the ability to build trust and rapport with clients. If you are a motivated and results-driven individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.
About KeyBank
KeyBank is a leading provider of banking and financial services, dedicated to helping our clients achieve their goals and succeed in all aspects of their lives. Our commitment to excellence, integrity, and customer satisfaction has earned us a reputation as a trusted partner in the communities we serve. As a member of our team, you will have the opportunity to work with a talented and diverse group of professionals who share your passion for delivering exceptional service and driving business success.
Key Responsibilities
Required Skills and Qualifications
Benefits
We are seeking a skilled and experienced Private Wealth Advisor to join our team at KeyBank. As a Private Wealth Advisor, you will be responsible for providing high-net-worth individuals and families with expert financial guidance and investment advice. You will work closely with clients to understand their financial goals and objectives, and develop customized investment strategies to help them achieve those goals.
The ideal candidate will have a strong background in finance, excellent communication skills, and the ability to build trust and rapport with clients. If you are a motivated and results-driven individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.
About KeyBank
KeyBank is a leading provider of banking and financial services, dedicated to helping our clients achieve their goals and succeed in all aspects of their lives. Our commitment to excellence, integrity, and customer satisfaction has earned us a reputation as a trusted partner in the communities we serve. As a member of our team, you will have the opportunity to work with a talented and diverse group of professionals who share your passion for delivering exceptional service and driving business success.
Key Responsibilities
- Provide high-net-worth individuals and families with expert financial guidance and investment advice.
- Work closely with clients to understand their financial goals and objectives, and develop customized investment strategies to help them achieve those goals.
- Develop and implement strategies to drive business growth and increase revenue.
- Collaborate with internal stakeholders to ensure seamless delivery of financial products and services.
Required Skills and Qualifications
- Minimum 5 years of experience in finance or a related field.
- Bachelor's degree in finance, business, or a related field.
- Strong analytical and problem-solving skills, with the ability to think critically and make sound decisions.
- Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients and colleagues.
Benefits
- A competitive salary and bonus structure.
- A comprehensive benefits package, including medical, dental, and vision coverage.
- A retirement plan, including a 401(k) match.
- Ongoing training and development opportunities to enhance your skills and career prospects.
