Senior Private Client Manager — Wealth Growth & Strategy

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

Job summary

East West Bank in California seeks a Senior Private Client Manager to serve high net worth clients with comprehensive financial planning and wealth management services. You will assess client needs, design strategies, and coordinate investments, tax planning, and estate considerations.

The role requires 5–7+ years of experience, relevant FINRA licenses, travel, and strong relationship skills. You will work across markets to grow client deposits and expand advisory services, while staying current

Qualifications

• 5–7+ years of experience in Financial Planning/Consulting and wealth management.
• FINRA Series 7 & 66 licenses plus life and health licenses.
• Bachelor or graduate degree in accounting, finance, business or management.
• Strong knowledge of financial markets, planning, and risk assessment.
• Excellent communication and client service skills.

Responsibilities

• Assess clients’ financial situation and tailor investment and estate planning solutions.
• Target high net worth clients and expand relationships through referrals and seminars.
• Develop financial strategies and align goals with customized plans.
• Explain plans, risks, and benefits to obtain client commitment.
• Monitor portfolios and adjust strategies as markets and life events change.
• Provide financial status analyses and reports to clients.
• Stay updated on markets, products, and regulatory changes.
• Travel to meet clients as needed.

Skills

Wealth management

Financial planning

Client relations

Financial analysis

Regulatory/compliance knowledge

Education

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

Tools

Financial software

Job description

East West Bank in California seeks a Senior Private Client Manager to serve high net worth clients with comprehensive financial planning and wealth management services. You will assess client needs, design strategies, and coordinate investments, tax planning, and estate considerations.

The role requires 5–7+ years of experience, relevant FINRA licenses, travel, and strong relationship skills. You will work across markets to grow client deposits and expand advisory services, while staying current