5 licensed private client banker jobs found in Brooklyn

Location: 4900 Tiedeman Road, Brooklyn Ohio Job Summary The Trust and Estate Analyst provides trust administration support and fulfils fiduciary responsibilities by providing basic trust administration for Key Private Bank (KPB) clients and their beneficiaries. While serving on the KPB Specialty Teams and within the relationship management team, collaborates effectively and provides insight and solutions to attract, retain and grow clients. Actively manages trust and agency accounts, in accordance with established policies and procedures to a high professional standard while managing fiduciary risk. Retains and deepens profitable client relationships within assigned revenue base. Where appropriate, may focus on an area of specialty trust expertise. Successfully identifies opportunities to enhance client relationships while using proper channel management. Essential Functions Works in partnership with a Trust and Estate Settlement Officer on assigned fiduciary and...

Location: 4900 Tiedeman Road, Brooklyn Ohio Program Duration: MAY 26, 2027 – AUGUST 6, 2027 Key Wealth Management Key Wealth Management "KWM" has a long history (over 150 years) of providing trust, custody, and investment management solutions to high-net-worth individuals, families, and institutional/non-profit clients with over $40 billion in assets. The Key Wealth Management Investment Research & Analysis Internship is a 10.5-week, markets- and portfolio-focused experience that partners the intern with the Key Wealth Research teams responsible for asset-allocation views, manager due diligence, and security-level research that powers portfolios across key verticals in the Wealth Continuum: Key Private Bank, Family Wealth, and Institutional Advisors. Essential Functions Develop a strong working knowledge of how Investment Research connects to Portfolio Management, Advisory Services, and Trust — including how a house view becomes a model portfolio...

Location: 4900 Tiedeman Road, Brooklyn Ohio Program Duration: MAY 26, 2027 – AUGUST 6, 2027 Key Wealth Management Key Wealth Management “KWM” has a long history (over 150 years) of providing trust, custody, and investment management solutions to high-net-worth individuals, families, and institutional/non-profit clients with over $40 billion in assets. The Key Wealth Management Client Support & Experience Internship is a 10.5-week, operations- and enablement-focused experience that places the intern behind the scenes of the advisor platform — building the workflows, tools, and coaching infrastructure that allow client-facing teams to deliver a consistent, premium Key Private Bank experience. Essential Functions Map and streamline client-experience workflows across all Key Private Bank (KPB) business lines, identifying friction points where hand-offs between Advisors, Portfolio Managers, Trust Officers, and Planners can be simplified. Deliver analysis...

Location: 4900 Tiedeman Road, Brooklyn Ohio ABOUT THE JOB (JOB BRIEF) The Trust Officer fulfills fiduciary responsibilities of KeyBank by providing expert trust administration and advisory services to High Net Worth clients and their beneficiaries. While serving on the KPB Wealth Services or Specialty Teams and within the relationship management team, collaborates effectively and provides insights and solutions to attract, retain and grow clients who require complex strategies to protect, grow and transition personal and family wealth. Actively manages trust and agency accounts, in accordance with established policies and procedures, to a high professional standard – entrusted with the responsibility of delivering the KPB fiduciary mandate to ensure consistent advisory delivery, while managing fiduciary risk. Retains and deepens profitable client relationships within assigned revenue base. Actively produces new revenue as a team member to the field to meet production...

Location: 4900 Tiedeman Road, Brooklyn Ohio Job Summary The Merchant Sales Advisor serves as an integral member of the Key Merchant Services sales teams in assigned districts and/or segments within Consumer Business Banking. With a focus on growing client relationships with payment and card processing needs, the Merchant Sales Advisor assists as part of the client's trusted advisor team for solutions in order to develop, manage, and retain profitable client relationships for clients with basic to moderately complex merchant needs. Provides recommendations and solutions to help ensure the team achieves their goals. Will resolve client issues and execute appropriate action to ensure client satisfaction. Partners with various functional groups and lines of business throughout the bank for growth opportunities. Essential Functions Acquire new merchant services relationships through prospecting external sources within the sales representative's assigned territory, as well...