Premier Relationship Manager

East West Bank; Los Angeles (CA); On-site; USD 71,000 - 135,000; Full time

Benefits offered by this job

Professional development opportunities

Potential for growth

Job summary

East West Bank is looking for a Premier Relationship Manager in Los Angeles. This role involves advising Premier clients, executing client acquisition strategies, and fostering strong relationships to meet their financial ambitions.

The ideal candidate will have a Bachelor’s degree, 5+ years of relevant experience, and strong sales and analytical skills. The position offers a competitive salary range of USD $71,000 – $135,000, depending on expertise.

Qualifications

• 5+ years of proven experience in financial services or retail sales.
• Demonstrated relationship management with high-net-worth clients.
• Strong understanding of banking products.

Responsibilities

• Develop and execute client acquisition and retention strategies.
• Collaborate with management to implement strategic marketing plans.
• Promote products and services to clients and prospects.

Skills

Sales

Communication

Relationship management

Analytical skills

Financial knowledge

Education

Bachelor's degree or equivalent experience

Tools

FINRA Series 6

FINRA Series 63

Life and Health Insurance licenses

Series 7

Job description

Introduction

Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi‑cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities.

Overview

We are currently seeking 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 internal teams to support the client’s entire life journey by providing professional and comprehensive financial advice, proactively contacting clients, handling banking queries, and ensuring compliance with all regulations.

Responsibilities

• Develop and execute strategies to proactively drive client acquisition, outreach, and retention, 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 advanced technical input to identify and fulfill multiple client needs.
• 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 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.

Benefits

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

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.