Private Client Banker
Jamestown, NY · On-site
The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...
Private Client Banker
Jamestown, NY · On-site
The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...
Private Client Banker
Bellbrook, OH · On-site
The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...
Private Client Banker
Bellbrook, OH · On-site
The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...
Private Client Banker
American Fork, UT · On-site
The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...
Private Client Banker
American Fork, UT · On-site
The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...
Private Client Banker
Hamden, CT · On-site
The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...
Private Client Banker
Hamden, CT · On-site
The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...
Private Client Banker
Tonawanda, NY · On-site
$25 - $38.46/hr
The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...
Private Client Banker
Tonawanda, NY · On-site
$25 - $38.46/hr
The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...
Private Client Banker
Ann Arbor, MI · On-site
The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...
Private Client Banker
Ann Arbor, MI · On-site
The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...
Private Client Advisor
San Francisco, CA · On-site
$90K - $110K/yr
As a Private Client Advisor , you will be a brand ambassador for Henley & Partners and a key driver of new business growth. This is a proactive, relationship-driven sales role focused on acquiring ...
Private Client Advisor
San Francisco, CA · On-site
$90K - $110K/yr
As a Private Client Advisor , you will be a brand ambassador for Henley & Partners and a key driver of new business growth. This is a proactive, relationship-driven sales role focused on acquiring ...
Private Client Banker
American Fork, UT · On-site
$25 - $38.46/hr
The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...
Private Client Banker
American Fork, UT · On-site
$25 - $38.46/hr
The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...
Private Client Banker
Stow, OH · On-site
The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...
Private Client Banker
Stow, OH · On-site
The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...
Private Client Banker
Wexford, PA · On-site
The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...
Private Client Banker
Wexford, PA · On-site
The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...
Private Client Banker
Dayton, OH · On-site
$25 - $38.46/hr
The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...
Private Client Banker
Dayton, OH · On-site
$25 - $38.46/hr
The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...
Private Client Banker
Uniontown, OH · On-site
The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...
Private Client Banker
Uniontown, OH · On-site
The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...
Private Client Banker
Natrona Heights, PA · On-site
The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...
Private Client Banker
Natrona Heights, PA · On-site
The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...
Senior Private Client Advisor Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry ...
Senior Private Client Advisor Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry ...
Senior Private Client Advisor Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry ...
Senior Private Client Advisor Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry ...
Private Client Banker
Natrona Heights, PA · On-site
$34.44/hr
The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...
New
Private Client Banker
Natrona Heights, PA · On-site
$34.44/hr
The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...
New
Private Client Banker
Wexford, PA · On-site
$25 - $38.46/hr
The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...
Private Client Banker
Wexford, PA · On-site
$25 - $38.46/hr
The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...
Private Client Banker
Natrona Heights, PA · On-site
$25 - $38.46/hr
The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...
Private Client Banker
Natrona Heights, PA · On-site
$25 - $38.46/hr
The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...
Private Client Advisor
New York, NY · On-site
Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and ...
Private Client Advisor
New York, NY · On-site
Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and ...
Private Client Banker
Pittsburgh, PA · On-site
$25 - $38.46/hr
The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...
Private Client Banker
Pittsburgh, PA · On-site
$25 - $38.46/hr
The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...
Private Client information
See salary details
$23K - $35K
12% of jobs
$41.3K is the 25th percentile. Wages below this are outliers.
$35K - $47K
26% of jobs
The median wage is $55K / yr.
$47K - $59K
19% of jobs
$59K - $71K
11% of jobs
$82.3K is the 75th percentile. Wages above this are outliers.
$71K - $83K
9% of jobs
$83K - $95K
5% of jobs
$95K - $107K
7% of jobs
$107K - $119K
3% of jobs
$119K - $131K
5% of jobs
$131K - $143K
2% of jobs
$143K - $155K
1% of jobs
$23K
$71.6K
$155K
How much do private client jobs pay per year?
As of Aug 21, 2026, the average yearly pay for private client in the United States is $71,579.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,500.00 and $92,500.00 per year, depending on experience, location, and employer.
What are private client services?
Private Client services refer to specialized financial and wealth management offerings designed for individuals with significant assets or complex financial needs. These services typically include investment management, estate planning, tax advice, and personalized banking solutions. Private Client professionals work closely with clients to develop tailored strategies that help protect and grow their wealth, often providing a higher level of confidentiality and personal attention than standard banking services.
What are the main challenges faced by professionals in private client roles, and how can they be managed?
Professionals in Private Client roles often encounter challenges such as navigating complex financial, legal, and tax regulations while maintaining strict confidentiality and building trust with high-net-worth individuals. Managing diverse client expectations and responding to rapidly changing market or personal circumstances requires strong communication and problem-solving skills. Staying updated on industry standards and legislative changes, as well as fostering collaborative relationships with legal, tax, and investment advisors, can help effectively address these challenges.
What are the key skills and qualifications needed to thrive as a private client advisor, and why are they important?
To thrive as a Private Client Advisor, you need strong financial acumen, in-depth knowledge of wealth management, and relevant qualifications such as a finance degree or professional certifications (e.g., CFP or CFA). Familiarity with portfolio management systems, financial planning software, and CRM platforms is commonly required. Exceptional interpersonal skills, discretion, and the ability to build lasting client relationships set top performers apart. These capabilities are crucial for delivering tailored financial solutions and maintaining client trust in a highly competitive environment.
What is the difference between Private Client vs Financial Advisor?
| Aspect | Private Client |
|---|
| Required Credentials | Financial Advisor |
|---|
| Work Environment | Private Client |
|---|
| Employer & Industry Usage | Financial Advisor |
|---|
Private Clients typically refer to high-net-worth individuals receiving personalized services, while Financial Advisors provide investment and financial planning advice to a broader client base. Although both roles require certifications like CFP or CFA, Private Clients focus on wealth management and personalized service, often within private banks or boutique firms. Financial Advisors may serve a wider audience, including retail clients, and work in banks, advisory firms, or independent practices. The roles overlap in credentials and client interaction but differ in scope and client focus.
What does it mean to be a private client?
A private client is an individual who receives personalized financial, legal, or advisory services from a professional or firm, often involving wealth management, estate planning, or investment advice. In a job context, a private client service role involves managing these personalized services and maintaining confidentiality and trust with clients.
More about Private Client jobs
What cities are hiring for Private Client jobs?
Cities with the most Private Client job openings:
What are the most commonly searched types of Private Client jobs?
The most popular types of Private Client jobs are:
What states have the most Private Client jobs?
States with the most job openings for Private Client jobs include:
KeyBank rating
8.2
Based on 99 frontline employees who took The Breakroom Quiz
50th of 171 rated banks
Job description
Location:
417 Spring St - Jamestown, New York 14701
Job Summary
Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.
Essential Functions
Education
Work Experience
Licenses and Certifications
Skills
Core Competencies
Physical Demands
Driving Requirements
Work Location Category
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $25.00 - $38.46 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 04/24/2026KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
417 Spring St - Jamestown, New York 14701
Job Summary
Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.
Essential Functions
- Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
- Listen for clues for financial wellness opportunities during client conversations and provide effective and customized financial wellness recommendations to clients; Delivers on client solutions through referring of investment and insurance products.
- Consistently attains individual activity, behavior, and outcome goals and expectations.
- Builds a client referral pipeline via identification and development of internal and external centers of influence; Employs a disciplined approach to prospecting; documents calling efforts.
- Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products and services to ensure meaningful in-depth financial wellness conversations with clients.
- Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.).
- Developing strong partnerships with branch teammates and line of business partners through in-person meetings- focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
- Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions.
- Support of branch operations including assisting with client transactions on the Teller line as needed.
- Participate in and occasionally facilitate in-person morning huddles and end of day debriefs.
- Work on Saturdays as directed by management.
- 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.
Education
- High School Diploma , GED, or equivalent experience (required) or
- Bachelor's Degree (preferred)
Work Experience
- Experience in developing current and new customer relationships, achieving sales goals and building referral sources in insurance and investment products. (required)
- Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking. (required)
- Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred)
- Interpersonal interaction skills and an ability to build rapport in matter of minutes is vital. (required)
- Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required)
- Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required)
- Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required)
Licenses and Certifications
- FINRA License S6 Upon Hire (required)
- FINRA License S63 Upon Hire (required)
- FINRA Security Industry Essentials (SIE) Upon Hire (required)
- Life and Health Insurance Licenses Upon Hire (required)
Skills
- Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with clients and transactions.
- Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial wellness goals, leveraging system generated lead lists, walk-ins, and professional contacts.
- Strong work ethic and high level of integrity.
- Excellent time management skills.
- Providing clients with expert advice on managing their finances, including investment strategies, retirement planning, and tax optimization. This role requires assessing clients' financial situations and offering tailored advice to help them achieve their financial goals.
- Building and nurturing relationships with clients to understand their needs and provide solutions that enhance their financial well-being. This involves identifying potential clients, developing trust, and maintaining long-term relationships.
- Evaluating the overall health of a client's financial situation, including their ability to manage day-to-day finances, save for the future, and protect against financial risks. As a Private Client Banker, you will help clients achieve financial wellness through effective financial planning and advice.
- Actively identifying and developing new client relationships through prospecting and networking.
- Developing and maintaining strong relationships with high-net-worth clients, providing personalized service to meet their financial needs.
- Staying updated with market trends and analyzing market conditions to provide informed financial advice.
Core Competencies
- All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.
Physical Demands
- Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs.
Driving Requirements
- Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
Work Location Category
- Branch
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $25.00 - $38.46 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 04/24/2026KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
About KeyBank
Sourced by ZipRecruiter
Key is one of the nation's largest bank-based financial services companies. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name.
Industry
Banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
Cleveland, OH, US
Year founded
1849