- KeyBank (Seattle, WA)
- **Location:** 1301 5th Avenue - Seattle, Washington 98101 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through ... advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client...and external partners to acquire new and deepen existing Key Bank client relationships. **Responsibilities** + Acts… more
- KeyBank (Seattle, WA)
- …objectives. + Is well versed in, and can articulate the competitive advantages of the Key Private Bank platform and process as a portfolio advisor. + ... client needs or preferences. Maintains a high level of collaboration with relationship team to provide effective strategies, solutions and optimal levels of service… more
- KeyBank (Seattle, WA)
- …and counsel to High-Net-Worth clients and their beneficiaries. Within the relationship management team, collaborates effectively and provides insights and solutions ... related wealth issues. Designs and delivers sophisticated fiduciary solutions, using relationship team model, to high-net-worth clients with complex financial needs.… more
- Bank of America (Bellevue, WA)
- Private Wealth Client Associate Bellevue, Washington **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to… more
- KeyBank (Seattle, WA)
- …Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the ... Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As...needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank ,… more
- KeyBank (Seattle, WA)
- **Location:** 16401 Redmond Way - Redmond, Washington 98052-4453 **Job Summary** Key Investment Services' (KIS) Advisor Professional Development Program (APDP) is an ... acumen, necessary to build a successful and client-centric financial practice. The Private Client ADPD participant will have the opportunity to fast track through… more
- KeyBank (Seattle, WA)
- …Yakima Avenue - Yakima, Washington 98901 **Job Description Preview** **Job Summary** The Private Client Advisor's focus will be on our Mass Affluent client base with ... investment solutions to new and existing clients while identifying full relationship opportunities. Establish a strong partnership with Retail Branch Managers,… more
- JPMorgan Chase (Seattle, WA)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... support your teammates' success and the goals of the bank , while fostering a culture of diversity + Build...solutions to your clients by relying on leadership and relationship -building skills. This will be done with a consistent… more