East West Bank · 1 day ago
Private Client Advisor
San Mateo County, CA
Full-time
Onsite
Mid, Senior Level
$129K/yr - $220K/yr
7+ years expEast West Bank is a top-performing commercial bank that serves as a financial bridge between the East and West. The Private Client Advisor role focuses on building and maintaining relationships with high touch customers and managing high value business accounts.
BankingFinanceFinancial Services
No H1B
Responsibilities
Assesses clients' financial situation by gathering information regarding investments, asset Assist clients with new products and services
Open new accounts
Internal and external inquiries and research requests
Process client transactions including deposits, transfers, and wire transfers
Daily client contact - overdraft report, check and wire verification, return deposited items, etc
Verification of Deposit/Credit rating requests
Client supply orders (checks, deposit slips, endorsement stamps, etc.)
Cross sell additional Bank products and services
Coordinate and participate in Department meetings
Ensure compliance with Bank and Department standards (GLBA, BSA, Security protocol, etc.)
Support Bank Associates with setup of all additional product and services as required
Account Maintenance (client contact and follow-up)
Prepare and process account change requests
Client site travel as required (new accounts, transactions, maintenance)
Adhere to established Department standards and guidelines
Client and Bank event assistance as needed
May perform other duties as assigned
Qualification
Required
Bachelor or graduate degree in accounting, finance, business, or management
7+ years' experience in branch banking including corporate/business accounts
Ability to handle escalations, cash management services, wire transfers and deposits
Ability to recommend and open business new accounts
High level client service skills
Experience solving customer problems and working with high touch customers
Professional communication skills
Experience working with a Windows-based computer environment, working knowledge of Microsoft Office
Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time
Preferred
Professional working proficiency in Mandarin and or Cantonese is a plus
Company
East West Bank
East West Bancorp is a publicly owned company with $22 billion in assets. The Company’s wholly owned subsidiary, East West Bank, is one of
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1999-02-08IPO
Leadership Team
Christopher J. Del Moral-Niles
EVP & Chief Financial Officer
Recent News
MarketScreener
2025-12-10
Company data provided by crunchbase