E

East West Bank

Commercial bank bridging U.S.–Asia markets

Premier Relationship Manager

Wealth Management & Financial AdvisoryPosted on Nov 5
Full-timeLos Angeles, CA, USA$71k - $135k /yrIn-person

About the Job

Requirements

  • A bachelor's degree or equivalent experience is required.
  • FINRA Series 6 and Series 63 licenses, plus Life and Health Insurance licenses, are required; Series 7 must be obtained within six months of joining.
  • At least five years of proven and progressive financial services and/or retail sales experience, or equivalent, including evidence of strong sales results and knowledge of banking products for referral purposes.
  • Relationship management experience with high-net-worth clients or equivalent is required.
  • Strong sales, communication, cross-selling, sales planning, mathematical, decision-making, and analytical skills are required.
  • Strong relationship management, client service, time management, and prioritization skills are required.
  • Broad knowledge of financial products and services is required.
  • Understanding of the business banking client segment and products or services appropriate to complement Premier offerings is required.
  • A strong sense of ownership, responsibility, and accountability is required.
  • An excellent understanding of financial planning, wealth management, and client-needs assessment is required.
  • Applicants must have legal authorization to work in the United States.

Responsibilities

  • Develop and execute strategies to proactively drive client acquisition, outreach, and retention to generate revenue and deepen share of wallet with new and existing clients.
  • Collaborate with the Regional Manager and/or Branch Manager to develop and implement client-centric strategic marketing plans and generate new business through prospecting, outside calling, networking, and referrals.
  • Use client insights and sales tools to turn clients' financial ambitions and needs into actionable sales strategies and tactics, identify and convert sales opportunities, and deliver a strong client experience.
  • Connect with product specialists to provide advanced technical input to identify and fulfill clients' multiple needs.
  • Promote products and services to potential clients, explore their needs, and make referrals to other business units where appropriate.
  • Support branch improvement initiatives by providing client feedback about service and ensuring compliance with audit requirements and quality assurance.
  • Maintain required levels of operational integrity and adhere to East West Bank's Business Principles and Values.
  • Perform other duties as assigned.

Desired Qualifications

  • Professional working proficiency in Mandarin and/or Cantonese is a plus.

About the Company

East West Bank

Commercial bank bridging U.S.–Asia markets

East West Bank is a commercial bank with a cross-border focus, serving as a financial bridge between the U.S. and Asia through its 110 locations. It helps businesses and community members explore new markets by providing cross-border banking services and industry-specific expertise in real estate, entertainment and media, private equity and venture capital, high-tech, and aviation. Its products include traditional banking services and advisory support designed to finance and grow businesses across borders. The bank stands out from competitors through its multinational footprint, multicultural teams, and depth of cross-border knowledge, enabling clients to access opportunities in both markets. Its goal is to help people and businesses reach further by building sustainable growth with integrity and a strong foundation.

Company size
1,001-5,000
Company stage
IPO
Headquarters
Pasadena, CA
Founded
1973

Recently Posted Jobs

Explore more opportunities at East West Bank

See more jobs