Senior Relationship Manager – Private Banking & Growth

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

Job summary

A leading financial institution is looking for a Premier Relationship Manager in San Francisco, California. This role involves providing comprehensive financial advice and establishing strong relationships with high-net-worth clients. Candidates must have a Bachelor's degree, strong sales and analytical skills, and 5+ years in financial services. Licenses such as FINRA Series 6 and 63 are required. The position offers a competitive compensation range of $80,500 to $135,000 per year, based on experience and qualifications.

Qualifications

• 5+ years of experience in financial services or retail sales with proven sales results.
• Must have strong relationship management skills with high-net-worth clients.
• Professional proficiency in Mandarin or Cantonese is a plus.

Responsibilities

• Develop strategies for client acquisition and retention to generate revenue.
• Collaborate on strategic marketing plans to generate new business.
• Provide exceptional client experience through proactive service.

Skills

Sales skills

Communication skills

Analytical skills

Client service skills

Time management

Education

Bachelor's degree or equivalent experience

Tools

FINRA Series 6

FINRA Series 63

Life and Health Insurance licenses

Job description

A leading financial institution is looking for a Premier Relationship Manager in San Francisco, California. This role involves providing comprehensive financial advice and establishing strong relationships with high-net-worth clients. Candidates must have a Bachelor's degree, strong sales and analytical skills, and 5+ years in financial services. Licenses such as FINRA Series 6 and 63 are required. The position offers a competitive compensation range of $80,500 to $135,000 per year, based on experience and qualifications.