Premier Relationship Manager

East West Bank; Las Vegas (NV); On-site; USD 71,000 - 135,000; Full time

Job summary

A financial institution is seeking a Premier Relationship Manager in Las Vegas, NV. The role requires you to provide comprehensive financial advice to high-net-worth clients and manage client relationships effectively. Ideal candidates should have over 5 years of financial services experience and strong communication skills. The position offers a competitive salary range from $71,000 to $135,000, depending on experience and skills.

Qualifications

• 5+ years of proven experience in financial services and/or retail sales.
• Strong relationship management experience with high-net-worth clients.
• Excellent understanding of financial planning and client-needs assessment.

Responsibilities

• Develop and implement client acquisition and retention strategies.
• Collaborate with management to execute strategic marketing plans.
• Identify and fulfill clients' multiple financial needs.

Skills

Sales

Communication

Client Service

Relationship Management

Analytical Skills

Education

Bachelor's degree or equivalent experience

Tools

FINRA Series 6

FINRA Series 63

Life and Health Insurance licenses

Job description

Overview

We are currently seeking a high professional to join our team as a Premier Relationship Manager. As a Premier Relationship Manager, you will be a trusted adviser to our new and existing Premier clients. Working collaboratively with our internal teams, you will support the client’s entire life journey by providing professional and comprehensive financial advice to suit the client’s needs. You will also provide support on contacting clients proactively, handling clients’ banking queries timely and ensuring all the compliance and regulations are met.

Responsibilities

• Develop and execute strategies to proactively drive client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing clients
• Collaborate with 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
• Demonstrate genuine curiosity about clients, helping them reach their financial ambitions. Leverage client insights and sales tools to translate into actionable sales strategies and tactics, proactively identifying and successfully converting sales opportunities and delivering exceptional client experience
• Connect with product specialists to provide more advanced technical input to identify and fulfill multiple needs with clients
• Promote our products and Services to potential clients, exploring their needs and making referrals to other business units where appropriate
• Support branch improvement initiatives, providing client feedback of our service and ensuring compliance with audit requirements and quality assurance
• Maintain the levels of operational integrity required by EWB and adhere to the Business Principles and Values of EWB
• May perform other duties as assigned

Qualifications

• Bachelor's degree or equivalent experience
• FINRA Series 6, 63, Life and Health Insurance licenses required; must obtain series 7 within 6 months of joining
• 5+ 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
• Strong sales, communication, cross-selling, sales planning, mathematical, decision-making, and analytical skills
• Strong relationship management, client service, time management and prioritization skills
• Broad knowledge of financial products and services
• Understanding of the business banking client segment and products/services appropriate to complement Premier offerings
• A strong sense of ownership, responsibility, and accountability
• Excellent understanding of financial planning, wealth management, and client-needs assessment

Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.

Compensation

The base pay range for this position is USD $71,000.00/Yr. - USD $135,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.