Premier Relationship Manager — Wealth Advisory Partner

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

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.