- KeyBank (Seattle, WA)
- …and further position Key as the client's trusted advisor. + Interfaces with other Key Private Bank advisors and team members as necessary to ensure ... + Is well versed in, and can articulate the competitive advantages of the Key Private Bank platform and process as a Portfolio Strategist. + Shares… more
- KeyBank (Seattle, WA)
- …team model, to high-net-worth clients with complex financial needs. Fulfills Key 's fiduciary responsibilities, ensuring retention of business and reputation Advises ... Analyzes and interprets legal instruments to determine duties and responsibilities of bank . Identifies and resolves potential trust and estate tax- related issues.… more
- EverBank (Olympia, WA)
- …will develop and manage relationships with high value business clients. This senior banker will self-source and work with internal business partners helping to ... real estate, equipment, and debt restructuring for new and existing clients. ** Key Responsibilities and Duties** + Develops and maintains an active prospect list,… more