Senior Wealth & Banking Advisor for High‑Net‑Worth Clients
UBS
UBS in the United States seeks a Senior Wealth Management Banker in Bellevue, WA to join the Banking Field Engagement Team and solve client needs through trusted advisor relationships. You’ll engage Financial Advisors, branch staff and clients to deliver banking solutions within wealth management. You will promote lending and banking capabilities, collaborate with sales groups, and review mortgage pipelines, defining a territory strategy with transparent results. Travel up to 75% is expected. #J-18808-Ljbffr UBS
- ...WA is seeking a Relationship Manager to build and maintain high-net-worth client relationships. You will provide tailored advice and exceptional... ...-building skills to deliver tailored solutions across banking, lending, and investments. #J-18808-Ljbffr JPMorganChaseSeniorHigh net worth
- HSBC seeks a Wealth Relationship Manager to build and manage a portfolio of high-value clients, delivering wealth planning solutions and investment products. The role involves... ...and maintaining strong relationships across banking and advisory services. You’ll work with a...High net worth
$25 - $38.46 per hour
...problem solver, trusted advisor, and partner to the... ...communities. The Private Client Banker (PCB) is part of... ...Investment Services, Private Bank, Mortgage or Business... ...Key. Education High School Diploma , GED,... ...with high-net-worth clients, providing personalized...High net worthHourly payWork experience placementDay shift$116k - $216k
...WashingtonJob SummaryKey Private Bank (KPB) is dedicated to serving our clients' financial needs through... ...as the primary client advisor, developing and... ...responsible for serving high net worth clients in their existing... ...knowledge of financial wealth management services and...SeniorHigh net worthFull timeWork experience placementWork at officeLocal areaFlexible hoursNight shift$15 per hour
...Financial Solutions Advisor At Bank of America, we are guided by a common... ...and how we deliver for our clients, teammates, communities, and... ...business owners and higher net worth clients alike. You'll be able... ...further your education. As a Senior FSA, you can look forward to...SeniorHigh net worthWork at officeImmediate startShift workDay shift- JPMorgan Chase & Co. is seeking a Relationship Manager in Bellevue, WA, to manage and develop high-net-worth client relationships across banking, lending, and investments. Your role includes providing exceptional service to clients, fostering partnerships across teams,...SeniorHigh net worthFull time
- Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity... ...clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and...High net worthTemporary workWork at officeLocal areaImmediate start
- KeyCorp is seeking a Private Client Banker to serve Bellevue clients with a plan-based advisory... ..., insurance, mortgage, and business banking experts. You’ll build a strong client... ...with partners while ensuring compliance and high service standards. Licensing and digital...
- Overview Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique... ...clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining...High net worthTemporary workWork at office
- HSBC in Bellevue, WA is seeking a Wealth Relationship Manager to work with a portfolio of high-value clients. You will partner with the Wealth Relationship Officer and service teams to deliver tailored banking, investment, and insurance solutions while growing client relationships...High net worth
$95.2k - $200k
Bank of America is seeking a Trust Advisor in Seattle, United States, to provide fiduciary administration support and manage client accounts. The role involves ensuring compliance with regulations... ..., and collaborating with high net worth clients. The ideal candidate will...SeniorHigh net worth- Brighton Jones seeks a senior wealth planning professional to serve as the primary client contact and lead strategic financial... ...will coordinate with Lead Advisors, review portfolios, and prepare... ...such as CNA, SAA, and VFA for high‑net‑worth clients. The role requires...SeniorHigh net worth
$140k - $180k
...experience working with financial advisors and wealth management clients on banking solutions to meet their needs?... ...their needs? We're looking for a Senior Wealth Management Banker to: build... ...an organization supporting high net worth clients a familiarity with the structure...SeniorHigh net worthFull timeFlexible hours- ...? We're looking for a client associate to: • keep... ...a team of financial advisors in the Pacific Northwest market. We help high net worth and ultra-high net worth... ...leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide...High net worthWork at officeFlexible hours
$129k - $238k
...and build relationships with high-net-worth clients. Manages client... ...spectrum of needs of Private Bank target clients and provide tailored... ...across investments, trust and wealth transfer, credit, deposit and... ...small and large audiences of senior and executive level professionals...SeniorHigh net worthFull timeImmediate start- U.S. Bank in Seattle, WA is seeking a Client Relationship Consultant 3 (Banker) to engage customers across in-person, by appointment, and virtual channels, delivering banking guidance with a digital-first approach. You will open new consumer and business accounts, assess...Senior
$28.85 - $33.65 per hour
...location listed*****At Bank of America, we are guided... ...and delivering for our clients, teammates, communities... ...a Financial Solutions Advisor Stage I (FSA I), your... ...business owners and higher net worth clients alike. You’ll... ...Education Requirement: High School Diploma / GED /...High net worthHourly payFull timeWork at officeImmediate startShift workDay shift- HSBC in the United States seeks a Wealth Advisor to serve a portfolio of high-net-worth clients. You will assess needs and recommend banking, investment and insurance solutions while growing wallet share. The role emphasizes client relationships, compliance, and collaboration...High net worth
- ...in Bothell is seeking a Licensed Private Client Banker to serve clients with comprehensive... ...relationships while ensuring compliance with banking regulations. The ideal candidate will possess excellent communication skills, a high school diploma, and relevant financial...Hourly pay
- JPMorgan Chase in Seattle, WA is seeking a Private Client Banker to manage the full banking relationship for affluent clients and other customers. You will drive growth by referrals, coordinate with Specialists, and promote convenient self-service access while ensuring...
$140k - $180k
...WA seeks a Deposit Relationship Manager to own a book of commercial and high-net-worth deposit clients, driving growth and strategic treasury relationships. This role emphasizes relationship banking, liquidity solutions, and proactive financial insights, with a...High net worth$20.82 per hour
...from various sources Produce high quality jumbo loans which are... ..., financial professionals, bank stores, past customers, and other... ...loan products based on client needs Review and analyze low... ...Experience working with high net-worth clients Job Expectations:...High net worthWork experience placementWork at officeLocal areaImmediate startNight shiftWeekend work- Ashurst Perkins Coie LLP is seeking a senior attorney to lead trust and estate planning and administration for high-net-worth clients, with a focus on sophisticated tax planning and controversy avoidance. You will advise on complex estate matters, and represent clients...SeniorHigh net worth
- ...respected financial institution expanding its Private Banking team across the Western United States. The... ...will develop relationships with affluent clients, manage loans and treasury needs, and deliver customized wealth management solutions. You will have the autonomy...Senior
$191.5k - $277.2k
About the Role:Serves high net worth and institutional clients as Portfolio Manager within Baird Trust Company. Ongoing tasks include portfolio management... ...10+ years prior experience as a portfolio manager in a banking or securities industry, or an equivalent combination of...SeniorHigh net worthFull timeWork at officeRemote work- U.S. Bank in Ballard, WA is seeking a Client Relationship Consultant 3 (Banker) to engage customers across in-person, by-appointment, and virtual channels, providing proactive financial counsel and digital-first solutions. You will open accounts, process requests, and educate...Senior
- Asset & Wealth Management, Private Wealth Management... ...a deep passion for client service and the markets... ...financial goals. Our advisor‑led wealth management... ...investment management, banking and comprehensive advice... ...clients, including ultra‑high net worth and high net worth...SeniorHigh net worthWork at office
$28.85 - $33.65 per hour
...location listed*****At Bank of America, we are guided... ...and delivering for our clients, teammates, communities... ...a Financial Solutions Advisor Stage I (FSA I), your... ...business owners and higher net worth clients alike. You’ll... ...Education Requirement: High School Diploma / GED /...High net worthHourly payFull timeWork at officeImmediate startShift workDay shift$60k - $125k
...starter with a passion for client service, the desire to... ...outside the box? Our Wealth Management... ...financial goals. Our advisor-led wealth management... ...investment management, banking and comprehensive advice... ...clients, including ultra-high net worth and high net worth individuals...SeniorHigh net worthFull timeTemporary workPart timeLocal area- Charles Schwab is hiring a Wealth Advisor to join Schwab Wealth Advisory in Washington. You will deliver fiduciary financial advice, develop tailored plans, and manage client portfolios for high-net-worth individuals. This role emphasizes on-site collaboration and in-depth...High net worth
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