- 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
- 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 ... with internal and external partners to acquire new and deepen existing Key Bank client relationships. **Responsibilities** + Acts as the primary client… more
- KeyBank (Redmond, WA)
- …needs- based sales production. + Be an active member of the Branch team. + Assist Private Client Advisor in engaging licensed and non- licensed Branch ... Washington 98052-4453 **Job Description Preview** **Job Summary** The Associate Private Client Advisor partners and assists ...investment referral opportunities from new clients and the existing bank client base. + Develop a complete… 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