Private Client Banker - Wealth Advisory Clients
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-07-13
Listing for:
KeyCorp
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Private Banking
Job Description & How to Apply Below
Location: New York
Key Corp’s Private Client Banker role in Latham, NY focuses on the entire client relationship with a plan-based approach to financial advice. You will deliver and refer financial solutions to clients with up to $2M in investable assets, assessing needs and documenting data to offer suitable products and services.
The PCB works with Retail, Private Bank, Mortgage, and Business Banking partners to meet clients’ financial wellness goals while building trusted relationships and complying with
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