Premier Wealth & Banking Relationship Advisor

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

Job summary

East West Bank is seeking a Premier Relationship Manager to provide comprehensive financial advice to our Premier clients. This role involves collaborating with internal teams to support clients throughout their financial journeys while ensuring compliance with regulations.

The ideal candidate will have a Bachelor’s degree, relevant licenses, and at least 5 years of experience. Strong sales skills and relationship management with high-net-worth clients are essential.

The position offers a base salary between USD $80,500.00 and $135,000.00, depending on experience and location.

Qualifications

• 5+ years of experience in financial services or retail sales.
• Strong relationship management with high-net-worth clients.
• Excellent understanding of financial planning and wealth management.

Responsibilities

• Develop and execute client acquisition strategies.
• Collaborate with management on marketing plans.
• Provide advanced technical input to clients.
• Maintain operational integrity and compliance.

Skills

Sales skills

Communication skills

Client service

Decision-making abilities

Analytical skills

Education

Bachelor's degree or equivalent experience

FINRA Series 6, 63, and Life and Health Insurance licenses

Job description

East West Bank is seeking a Premier Relationship Manager to provide comprehensive financial advice to our Premier clients. This role involves collaborating with internal teams to support clients throughout their financial journeys while ensuring compliance with regulations.

The ideal candidate will have a Bachelor’s degree, relevant licenses, and at least 5 years of experience. Strong sales skills and relationship management with high-net-worth clients are essential.

The position offers a base salary between USD $80,500.00 and $135,000.00, depending on experience and location.