- 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
- KeyBank (Bellevue, 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 (Redmond, 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
- 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
- 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
- US Bank (Seattle, WA)
- At US Bank , we're on a journey to do our...at-all from Day One. **Job Description** The Wealth Management Banker in the affluent segment is responsible for the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...overall affluent client experience, ensuring collaboration of relevant entities in order… 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
- Wells Fargo (Kirkland, WA)
- …Join us! **About this role:** Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn ... required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) non-exempt employee will transition to the...serviced, banking services and options of various clients, and client needs. **In this role you will:** + Employees… more
- 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 ... internal and external partners to acquire new and deepen existing Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor… more
- US Bank (Seattle, WA)
- At US Bank , we're on a journey to do our...you excel at-all from Day One. **Job Description** Ascent Private Capital Management is a leading player in the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...and innovation, Ascent is seeking a highly motivated National Client Experience Consultant to join our team. Reporting to… 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
- RD Barnett PLLC (Seattle, WA)
- …team is seeking a self-motivated, growth-oriented Accounting Manager to join our Client Services Team. The Accounting Manager will work closely with RD Barnett ... clients with proactive guidance and support to instill best practices, and ensure client books and records are in tip-top-shape for tax returns. In this role,… more
- AKS Engineering & Forestry (Kirkland, WA)
- …firm, we've spent the past 30 years partnering with public and private clients to deliver high-quality engineering solutions across the Pacific Northwest. We're ... permitting and ecological fieldwork across a wide variety of public and private sector projects. If you're passionate about wetland science, ecological consulting,… more
- AECOM (Seattle, WA)
- …hydrology/hydraulics, dams, levees, stormwater, flood control, drainage, culverts, bridges, bank stabilization) from planning to modeling to detailed design and ... addenda for review by senior management. + Directs project team and client compliance with contract terms and monitors subcontractors' compliance with contractual… more
- Lincoln Financial (Seattle, WA)
- …drive sales at targeted firms. + Cultivates, directs, and maintains client relationships within assigned territory's firms. + Increases financial advisors' awareness ... and execute a sales plan to increase/gain opportunities to introduce Lincoln's private funds management and other resources to targeted advisors within their… more