Senior Relationship Manager, Wealth & Business Banking

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

Job summary

A leading financial institution is seeking a motivated individual to join their team in Oakland, California. The role focuses on developing strategies for client acquisition and retention, collaborating with management on marketing efforts, and ensuring exceptional client service. Candidates should possess strong sales skills, a Bachelor's degree, and relevant financial services experience. The position offers a competitive salary within the range of $80,500 to $135,000 annually, based on qualifications and experience.

Qualifications

• 5+ years of financial services and/or retail sales experience.
• FINRA Series 6, 63, Life and Health Insurance licenses required.
• Must obtain series 7 within 6 months of joining.

Responsibilities

• Develop and execute client acquisition and retention strategies.
• Collaborate with management to develop strategic marketing plans.
• Identify and convert sales opportunities to enhance client experience.

Skills

Sales skills

Client relationship management

Analytical skills

Communication skills

Decision-making

Time management

Education

Bachelor's degree or equivalent experience

Job description

A leading financial institution is seeking a motivated individual to join their team in Oakland, California. The role focuses on developing strategies for client acquisition and retention, collaborating with management on marketing efforts, and ensuring exceptional client service. Candidates should possess strong sales skills, a Bachelor's degree, and relevant financial services experience. The position offers a competitive salary within the range of $80,500 to $135,000 annually, based on qualifications and experience.