Premier Relationship Manager

East West Bank; Pasadena (CA); On-site; USD 81,000 - 130,000; Full time

Job summary

East West Bank is seeking a Premier Relationship Manager in the United States to advise premier clients and manage their end-to-end banking needs. You will work with internal teams to provide professional financial guidance and timely responses to client inquiries while ensuring regulatory compliance.

You will build strong relationships with new and existing clients, identify opportunities, and coordinate with product specialists to deliver tailored solutions.

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.
• Relationship management experience with high-net-worth clients or equivalent.
• Strong sales, communication, cross-selling, sales planning, mathematical, decision-making, and analytical skills.
• Broad knowledge of financial products and services.
• Understanding of the business banking client segment and products/services appropriate to complement Premier offerings.
• Professional working proficiency in Mandarin and/or Cantonese is a plus.

Responsibilities

• Develop and execute strategies to proactively drive client acquisition, outreach and retention for revenue and share of wallet.
• Collaborate with Regional Manager/Branch Manager to implement client-centric marketing plans and generate new business.
• Demonstrate curiosity about clients, translate insights into sales strategies, identify and convert opportunities, deliver client experience.
• Connect with product specialists to provide advanced input to fulfill client needs.
• Promote products and services to potential clients and refer to other business units when appropriate.
• Support branch improvement initiatives and ensure compliance with audits and quality assurance.
• Maintain operational integrity and adhere to East West Bank principles.

Skills

Sales experience

Relationship mgmt

Financial products knowledge

Client service

Cross-selling

Time management

Analytical skills

Mandarin/Cantonese a plus

Education

Bachelor's degree

Job description

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, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement.

Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further.

We are currently seeking for a high professional to join our team as a Premier Relationship Manger. As a Premier Relationship Manager, you will be a trusted adviser to our new and existing Premier clients. Woking collaboratively with our internal teams, you will support 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 client’s banking queries timely and ensuring all the compliance and regulations are met.

We are looking to fill this role in CA (So Cal & No Cal), Seattle, New York

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
• 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 $80,500.00/Yr. - USD $130,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.