Private Client Advisor: Wealth Solutions
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-12
Listing for:
Key Bank
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Sales, Financial Services, Banking & Finance, Financial Advisor
Job Description & How to Apply Below
A prominent financial institution seeks a Private Client Banker in New York City to manage client relationships, focusing on financial wellness. The ideal candidate will deliver tailored financial solutions to clients with significant assets, ensuring compliance and fostering strong partnerships. Responsibilities include recommending appropriate services, maintaining client documentation, and actively participating in referral development. Strong interpersonal and sales skills are essential, along with a High School diploma or equivalent, and expected experience in finance or banking.
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