Financial Advisor - Mandarin/Cantonese Required jobs in United States
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American Savings Bank ยท 7 hours ago

Financial Advisor - Mandarin/Cantonese Required

positionHonolulu, HI
timeFull-time
remoteOnsite
seniorityMid Level
date3+ years exp

American Savings Bank is seeking a Financial Advisor fluent in Mandarin and Cantonese to manage customer relationships and sell investment products. The role involves financial planning, compliance, and collaboration with branch employees to grow the investment business.

BankingBitcoinFinancial Services

Responsibilities

Provides individual customer financial planning and advice utilizing advisory, insurance, annuities, and investment company products based on need
Uses engagement and discovery process to uncover client needs and uses a holistic approach to financial planning
Ensures own work and branch office is in compliance with applicable laws, regulations and guidelines
Develops a business plan to achieve sales goals and marketing activities
Conducts presentations and solicits prospective customers for investment products/services based on customer suitability
Contacts all assigned leads and branch referrals for appointments and sales presentations. Tracks and reports results to branches and/or management
Conducts branch meetings and training on a regular basis, and engages in huddles and activities for all assigned branches
Oversees, mentors, and trains licensed branch employees in assigned branches
Partners with bankers and regularly meets to strategize on cross-referral opportunities
Meets production and revenue goals as determined by management
Prepares and submits all required reports in a timely manner
Keeps management updated regarding customer relationships and any potential issues that may arise and reports any written or verbal complaints immediately
Participates in client appreciation events, seminars and other bank-sponsored events

Qualification

Hawaii LifeHealth LicensesSIE66 registrationsFluency in MandarinFluency in CantoneseCFPCLUChFC designationsComputer applications proficiencyInterpersonal skillsPresentation skills

Required

Fluency in either Mandarin or Cantonese
Three (3) years of work experience in direct sales experience in the securities and/or insurance business
Able to work during the business hours of assigned bank branches
Excellent written, verbal, interpersonal, and presentation skills to communicate effectively with both individuals and groups
Demonstrates competency in use of computer applications (MS Word, Excel, PowerPoint), email applications, and internet search engines
Holds current Hawaii Life and Health Licenses, SIE, 7, and 66 securities registrations
Valid US driver's license and access to transportation

Preferred

Fluency in both Mandarin and Cantonese
CFP, CLU, ChFC or equivalent designations is a plus

Company

American Savings Bank

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American Savings Bank provides Personal Banking, Home Loans, Commercial Banking, Loans.
dateFounded in 1925
location
Honolulu, Hawaii, USA
people-size1001-5000 employees
web-link
https://www.asbhawaii.com/

Funding

Current Stage
Late Stage

Leadership Team

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Ann Teranishi
President & CEO
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Tony Mizuno
Executive Vice President
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