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Private Client Banker: Wealth Advisor ‑Net‑Worth
Job in
Branford, New Haven County, Connecticut, 06405, USA
Listed on 2026-07-02
Listing for:
KeyBank
Full Time
position Listed on 2026-07-02
Job specializations:
-
Finance & Banking
Financial Sales, Wealth Management
Job Description & How to Apply Below
A major financial institution seeks a Private Client Banker to provide tailored financial advice and solutions for clients with significant assets. This role emphasizes building strong relationships through trust and cross-selling investment and insurance products. Responsibilities include client interaction, compliance with banking procedures, and participation in branch operations. Ideal candidates will have strong sales and interpersonal skills and a commitment to enhancing clients' financial wellness.
A mix of a high school diploma and relevant experience is required, with preferred education being a bachelor's degree.
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