Regional Leader, Private Wealth & Banking

East West Bank; Irvine (CA); On-site; USD 150,000 - 230,000; Full time

Job summary

East West Bank in Irvine, California, is seeking a Sr. Private Client Manager to assess and develop financial strategies for High Net Worth clients. This role involves guiding clients through financial planning, managing relationships, and providing essential financial insights.

The ideal candidate will have a strong background in finance, possess necessary licenses, and be ready to engage in client interactions. The position offers a competitive base pay ranging from USD $150,000 to USD $230,000 annually.

Qualifications

• Minimum 5-7+ years of experience in Financial Planning/Consulting, Financial Strategy and Analysis.
• Required FINRA Series 7, 66 licenses and life and health licenses.
• Travel required between branches or client meetings.

Responsibilities

• Assesses clients’ financial situation and evaluates risk tolerance.
• Develops financial strategies to establish clients' financial goals.
• Markets services by developing promotions and presenting financial planning seminars.

Skills

Financial Planning

Client Management

Financial Analysis

Strong Communication

Risk Assessment

Education

Bachelor or graduate degree in accounting, finance, business or management

Tools

Financial Software

Job description

East West Bank in Irvine, California, is seeking a Sr. Private Client Manager to assess and develop financial strategies for High Net Worth clients. This role involves guiding clients through financial planning, managing relationships, and providing essential financial insights.

The ideal candidate will have a strong background in finance, possess necessary licenses, and be ready to engage in client interactions. The position offers a competitive base pay ranging from USD $150,000 to USD $230,000 annually.