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KeyBank

Private Client Wealth Advisor

city of troy, NY

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About this opportunity

KeyBank lists this Private Client Wealth Advisor opportunity in city of troy, New York. Review the employer’s description below for duties, qualifications and application requirements.

Job description

KeyBank is seeking a Private Client Banker to serve clients in the Troy, NY area. You will manage the full client relationship with a plan-based approach to wealth management, delivering financial solutions and referrals to appropriate specialists within KeyBank's network.

You will build a referral pipeline, develop partnerships with branch teammates, and ensure regulatory and operational compliance while supporting branch operations and client transactions.

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