Premier Wealth Relationship Advisor

East West Bank; Las Vegas (NV); On-site; USD 71,000 - 135,000; Full time

Job summary

A financial institution is seeking a Premier Relationship Manager in Las Vegas, NV. The role requires you to provide comprehensive financial advice to high-net-worth clients and manage client relationships effectively. Ideal candidates should have over 5 years of financial services experience and strong communication skills. The position offers a competitive salary range from $71,000 to $135,000, depending on experience and skills.

Qualifications

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

Responsibilities

• Develop and implement client acquisition and retention strategies.
• Collaborate with management to execute strategic marketing plans.
• Identify and fulfill clients' multiple financial needs.

Skills

Sales

Communication

Client Service

Relationship Management

Analytical Skills

Education

Bachelor's degree or equivalent experience

Tools

FINRA Series 6

FINRA Series 63

Life and Health Insurance licenses

Job description

A financial institution is seeking a Premier Relationship Manager in Las Vegas, NV. The role requires you to provide comprehensive financial advice to high-net-worth clients and manage client relationships effectively. Ideal candidates should have over 5 years of financial services experience and strong communication skills. The position offers a competitive salary range from $71,000 to $135,000, depending on experience and skills.