- Umpqua Bank (Seattle, WA)
- Sr Private Bank Relationship Manager Wealth Management Seattle, Washington Seattle, Washington Seattle, Washington Seattle, Washington **Description** ... partners. + Profile the full spectrum of needs of Private Bank target clients and provide tailored...especially the Credit team when there is a borrowing relationship . + Demonstrates compliance with all bank … more
- Bank of America (Spokane, WA)
- Private Wealth Relationship Manager Spokane, Washington **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... 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)
- …+ 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 ... 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
- US Bank (Seattle, WA)
- …and credit policy requirements. Shared responsibility with, and support of, Ascent Senior Private Banker for soliciting, developing, managing, and retaining ... At US Bank , we're on a journey to do our...for developing, managing, and retaining full-service relationships with Ascent private banking clients. As the primary daily contact for… more
- US Bank (Seattle, WA)
- …value, and educate senior executives on the importance of building a relationship with US Bank Avvance and Elavon. + Build a strong, vertical-focused ... At US Bank , we're on a journey to do our...Experience with credit products is essential - installment lending, private label credit cards, BNPL or similar + Strong… more
- City National Bank (Olympia, WA)
- *RESIDENTIAL LENDING LOAN OFFICER SENIOR * WHAT IS THE OPPORTUNITY? This position is responsible for referral-based sales of first mortgage and concurrent second loan ... products to existing and potential private banking and high net worth clients. By partnering...and high net worth clients. By partnering with CNB's Relationship Managers, the position will support business development activities… more
- Umpqua Bank (Seattle, WA)
- …dynamics, and relationship management both internally and with clients. A Senior Wealth Advisor may manage clients linked to a group of branches, ... Senior Wealth Advisor Wealth Management Portland, Oregon Boise,...place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive.… more
- PNC (Seattle, WA)
- …and have an opportunity to contribute to the company's success. As a Relationship Manager III within PNC's Treasury Management organization, you will be based in ... 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
- Bill and Melinda Gates Foundation (Seattle, WA)
- …a pathway out of poverty, and that digital financial systems can enable the private sector's delivery of such products to the poor sustainably and at scale. IFS ... is used for personal or non-productive expenditures. Your Role We are seeking a Senior Program Officer (SPO), Credit Regulation and Policy, to lead this next phase… more
- JPMorgan Chase (Edmonds, WA)
- …of Investment products within your team environment + Work with your Senior Advisor to identify client needs, analyze customer information, define investment goals, ... asset and revenue targets + Develop and maintain financial and investment relationship with High Net Worth individuals, while appropriately managing client assets… more
- Thrive Communities (Seattle, WA)
- Company Overview: RISE Properties Trust (www.risepropertiestrust.com) is a private , vertically integrated REIT that acquires and revitalizes rental apartment ... RISE, we believe improving lives is a good investment. A transparent, relationship driven approach that seeks to serve all stakeholders (associates, residents,… more