Premier Relationship Manager

East West Bank; San Francisco (CA); On-site; USD 80,500 - 135,000; Full time

Job summary

A leading financial institution is looking for a Premier Relationship Manager in San Francisco, California. This role involves providing comprehensive financial advice and establishing strong relationships with high-net-worth clients. Candidates must have a Bachelor's degree, strong sales and analytical skills, and 5+ years in financial services. Licenses such as FINRA Series 6 and 63 are required. The position offers a competitive compensation range of $80,500 to $135,000 per year, based on experience and qualifications.

Qualifications

• 5+ years of experience in financial services or retail sales with proven sales results.
• Must have strong relationship management skills with high-net-worth clients.
• Professional proficiency in Mandarin or Cantonese is a plus.

Responsibilities

• Develop strategies for client acquisition and retention to generate revenue.
• Collaborate on strategic marketing plans to generate new business.
• Provide exceptional client experience through proactive service.

Skills

Sales skills

Communication skills

Analytical skills

Client service skills

Time management

Education

Bachelor's degree or equivalent experience

Tools

FINRA Series 6

FINRA Series 63

Life and Health Insurance licenses

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.

Overview

We are currently seeking 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 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.

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

Compensation

The base pay range for this position is USD $80,500.00/Yr. - USD $135,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.