- KeyBank (Redmond, WA)
- …Way - Redmond, Washington 98052-4453 **Job Description Preview** **Job Summary** The Associate Private Client Advisor partners and assists Private Client ... **Responsibilities** + Focusing on planning, will partner with a Private Client Advisor in the coordination and...investment referral opportunities from new clients and the existing bank client base. + Develop a complete… more
- KeyBank (Seattle, WA)
- …trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private ... to appropriate sales professionals in Retail, Key Investment Services, Private Bank , Mortgage or Business Banking. At...efforts. + Develops and maintains an in-depth knowledge of private client products and services, as well… more
- JPMorgan Chase (Burien, WA)
- …their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of ... sources. **Job responsibilities** + Shares the value of Chase Private Client with clients that may be...using a value-added, relationship-oriented approach to acquire and deepen client relationships + 1+ year Branch Banking Banker… more
- KeyBank (Seattle, WA)
- …the technical skills and financial acumen, necessary to build a successful and client -centric financial practice. The Private Client ADPD participant will ... necessary to become a successful advisor here at KeyBank. Private Client Advisor's focus will be on...investment referral opportunities from new clients and the existing bank client base. + Coordinate all aspects… more
- JPMorgan Chase (Edmonds, WA)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will be ... service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass...OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK , NA OR ANY OF ITS AFFILIATES * SUBJECT… more
- KeyBank (Seattle, WA)
- …E Yakima Avenue - Yakima, Washington 98901 **Job Description Preview** **Job Summary** The Private Client Advisor's focus will be on our Mass Affluent client ... to identify investment referral opportunities from new clients and the existing bank client base. + Coordinate all aspects of investment product delivery within… more
- JPMorgan Chase (Seattle, WA)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… 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 ... all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank 's clients through educating them on all of the bank… more
- JPMorgan Chase (Bellevue, WA)
- Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to ... maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and… more
- KeyBank (Seattle, WA)
- **Location:** 1301 5th Avenue - Seattle, Washington 98101 **Job Summary** The Client Relationship Associate (CRA) supports the KPB sales team to grow, expand and ... retain client relationships. The CRA will be an active member...active member of the relationship team accountable for efficient client onboarding, proactive outreach and providing top-tier service. The… more
- JPMorgan Chase (Seattle, WA)
- …you with the opportunity to take your career to the next level. As a Private Banker in the US Private Bank , you are responsible for advising families on ... a first-class experience to clients within JP Morgan's US Private Bank . If you have an entrepreneurial...all aspects of their balance sheet and generate new client acquisition. You will be part of a local… more
- Umpqua Bank (Seattle, WA)
- Sr Private Bank Relationship Manager Wealth Management Seattle, Washington Seattle, Washington Seattle, Washington Seattle, Washington **Description** **About ... involvement and from internal partners. + Profile the full spectrum of needs of Private Bank target clients and provide tailored advice in collaboration with the… more
- Umpqua Bank (Seattle, WA)
- …This is a sales- and solutions-focused position. + Business development of new private banking client relationships. + Coordinate the development of internal ... + Ability to work independently. + Ability to provide client solutions. + Knowledge of bank products and services. + Excellent oral and written communication.… more
- KeyBank (Seattle, WA)
- …+ Is well versed in, and can articulate the competitive advantages of the Key Private Bank platform and process as a portfolio advisor. + Responsible for either ... (JOB BRIEF): Manages and constructs investment portfolios in accordance with client investment goals and objectives. Advises clients on appropriate strategies and… more
- KeyBank (Seattle, WA)
- …and procedures, to a high professional standard. Retains and deepens profitable client relationships within assigned revenue base. Actively produces new revenue both ... Analyzes and interprets legal instruments to determine duties and responsibilities of bank . Identifies and resolves potential trust and estate tax- related issues.… more
- Umpqua Bank (Seattle, WA)
- …and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are ... management, pipeline management, and a high-level understanding of most client financial considerations. This role encompasses a multi-faceted wealth management… more
- Bank of America (Seattle, WA)
- …+ Proactive and creative approach to problem solving and skill in achieving client goals while adhering to Bank policy/risk profile. + Consultative influence ... Chicago, Illinois; Houston, Texas; Kansas City, Missouri; Clayton, Missouri **Job Description:** At Bank of America, we are guided by a common purpose to help make… more
- US Bank (Seattle, WA)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...tailored investment management and insurance services based upon a client 's unique situation. Basic Qualifications - Bachelor's degree, or… more
- PNC (Seattle, WA)
- …relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Focuses on bringing entire bank to the client ... we combine the stability and resources of a major bank with leading technology and decades of subject matter...with M&A advisors, law firms, deal parties, family offices, private equity, and/or venture capital firms. * Contribute to… more
- JPMorgan Chase (Edmonds, WA)
- …well as market and implement investment solutions in accordance with the client 's asset allocation. **Job responsibilities** + Acquire and deepen relationships with ... within your team environment + Work with your Senior Advisor to identify client needs, analyze customer information, define investment goals, build plans and make… more