Strategic Premier Relationship Advisor

East West Bank; San Marino (CA); Presencial; USD 71.000 - 135.000; Jornada completa

Descripción de la vacante

East West Bank in California seeks a Premier Relationship Manager to advise Premier clients and guide their financial journeys with tailored solutions. You will work with internal teams to deliver comprehensive financial advice and proactive client outreach.

The role requires a bachelor’s degree, FINRA licenses, 5+ years in financial services or retail sales, and strong sales and client-management skills. Applicants must be authorized to work in the United States; visa sponsorship is not offered.

Formación

• Bachelor’s degree or equivalent experience.
• FINRA Series 6, 63, Life and Health Insurance licenses required; must obtain Series 7 within 6 months of joining.
• 5+ years of proven and progressive financial services and/or retail sales experience, or equivalent, including evidence of strong sales results and knowledge of banking products for referral purposes.
• Relationship management experience with high-net-worth clients or equivalent.
• Strong sales, communication, cross-selling, sales planning, mathematical, decision-making, and analytical skills.
• Strong relationship management, client service, time management and prioritization skills.
• Broad knowledge of financial products and services.
• Understanding of the business banking client segment and products/services appropriate to complement Premier offerings.

Responsabilidades

• Develop and execute strategies to proactively drive client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing clients.
• Collaborate with Regional Manager and/or Branch Manager to develop and implement client-centric strategic marketing plans and generate new business through prospecting, outside calling, networking, and referrals.
• Demonstrate genuine curiosity about clients, helping them reach their financial ambitions. Leverage client insights and sales tools to translate into actionable sales strategies and tactics.
• Connect with product specialists to provide more advanced technical input to identify and fulfill multiple needs with clients.
• Promote our products and Services to potential clients, exploring their needs and making referrals to other business units where appropriate.
• Support branch improvement initiatives, providing client feedback of our service and ensuring compliance with audit requirements and quality assurance.
• Maintain the levels of operational integrity required by EWB and adhere to the Business Principles and Values of EWB.
• May perform other duties as assigned.

Conocimientos

Sales

Communication

Cross-selling

Sales planning

Analytical skills

Educación

Bachelor's degree

FINRA licenses (6, 63, Life and Health)

Descripción del empleo

East West Bank in California seeks a Premier Relationship Manager to advise Premier clients and guide their financial journeys with tailored solutions. You will work with internal teams to deliver comprehensive financial advice and proactive client outreach.

The role requires a bachelor’s degree, FINRA licenses, 5+ years in financial services or retail sales, and strong sales and client-management skills. Applicants must be authorized to work in the United States; visa sponsorship is not offered.