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East West Bank · 2 months ago

Premier Relationship Manager

US-CA-Irvine

Full-time

Onsite

Senior Level

5+ years exp

East West Bank is a top-performing commercial bank headquartered in California, serving as a financial bridge between the East and West. They are seeking a Premier Relationship Manager to provide comprehensive financial advice to clients, drive client acquisition and retention, and ensure compliance with regulations.

BankingFinanceFinancial Services

Comp. & Benefits

No H1B

Responsibilities

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, proactively identifying and successfully converting sales opportunities and delivering exceptional client experience

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

Qualification

FINRA Series 6FINRA Series 63LifeHealth InsuranceFinancial planningWealth managementSeries 7Relationship managementSales planningClient serviceAnalytical skillsMathematical skillsCommunication skillsTime managementDecision-making skills

Required

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

A strong sense of ownership, responsibility, and accountability

Excellent understanding of financial planning, wealth management, and client-needs assessment