Associate Private Client Advisor

Keybank National Association-posted 6 months ago
Redmond, WA
5,001-10,000 employees
Credit Intermediation and Related Activities
Resume
Match Score
Upload and Match ResumeTrack Jobs with Teal

The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts when providing investment solutions to new and existing clients. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners.

  • Focusing on planning, will partner with a Private Client Advisor in the coordination and delivery of all aspects of investment product delivery within assigned Branch(s) for the Mass Affluent clients including client management, service delivery and other resources in order to maximize needs-based sales production.
  • Be an active member of the Branch team.
  • Assist Private Client Advisor in engaging licensed and non-licensed Branch personnel to identify investment referral opportunities from new clients and the existing bank client base.
  • Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the core bank products to generate referrals back to the Consumer Bank where appropriate to help develop full relationships.
  • Utilizing a consultative sales process and assessment tools where appropriate, provide comprehensive, needs-based financial solutions to clients by offering a range of investment solutions and partnering with banking center staff.
  • Help attain sales production and referral goals by assisting the Private Client Advisor by working the book of business, lead lists, and closing on referrals through financial planning.
  • Partner with Private Client Advisor to grow year-over-year revenue.
  • Develop a strong Center of Influence strategy that leverages partnerships with the Retail Bank.
  • Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice.
  • Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
  • High School Diploma (required)
  • Bachelor's Degree (preferred)
  • FINRA License S7 Upon Hire (required) or FINRA Security Industry Essentials (SIE) Upon Hire (required)
  • FINRA License S66 and Resident State Insurance License Upon Hire (required) or FINRA License S63 Upon Hire (required) and FINRA License S65 Upon Hire (required)
  • Conducts due diligence research for a variety of complex investment portfolio disciplines; builds investment cases to inform clients.
  • Broad knowledge of characteristics and needs of clients and partners within the bank-based investment market space.
  • Demonstrated ability to sell products and services to investment clients; evidence of strong sales results.
  • Strong client centric focus.
  • Proven ability to work as a collaborative team member.
  • Ability to use standard office equipment, proprietary financial services systems.
  • Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals.
  • Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process.
  • Influence: Develops basic persuasive arguments and utilizes active listening skills and probing techniques to surface opportunities to influence.
  • Persuasion: Possesses a solid ability to use message tailoring and probing questions to garner support from various stakeholders; may coach others on improving their own tools and techniques for persuasion.
  • Problem Solving: Demonstrates the ability to examine a specific problem and understand the perspective of stakeholders; uses fact-finding techniques to identify and document specific problems.
  • Business Acumen: Works to understand the business priorities of internal and external clients and can describe relevant profitability drivers and considerations.
  • Constructive Debate: Uses active listening skills and probing techniques to understand other positions and applies a fact-based approach to responding.
  • Oral & Written Communication: Possesses the ability to adapt listening and facilitation style to others' communication styles and uses various approaches appropriately and effectively.
Track Jobs with Teal

Job Search Resources

•
Resume Builder
•
Private Equity Associate Resume Examples
•
Cover Letter Examples

Tools

Career Hubs

Guides

Company

© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service