Premier Relationship Manager

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

Benefits offered by this job

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

Job summary

East West Bank is looking for a Premier Relationship Manager in Monterey Park, California. This role involves advising clients, executing client acquisition strategies, and maintaining operational integrity while adhering to the company’s values.

Applicants should have a Bachelor's degree and licenses required by FINRA, alongside 5+ years of experience managing high-net-worth clients. Proficiency in Mandarin and/or Cantonese is desirable.

Qualifications

• 5+ years of proven financial services and/or retail sales experience.
• Relationship management experience with high-net-worth clients.
• Broad knowledge of financial products and services.

Responsibilities

• Develop and execute strategies for client acquisition and retention.
• Collaborate with managers to implement client-centric strategic plans.
• Promote products and services to potential clients and make referrals.

Skills

Strong sales skills

Communication skills

Analytical skills

Decision-making skills

Education

Bachelor's degree or equivalent experience

Tools

FINRA Series 6

FINRA Series 63

Life and Health Insurance licenses

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.