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East West Bank · 1 day ago

Financial Consultant Associate

US-CA-San Francisco

Full-time

Onsite

Entry Level

$20/hr - $26/hr

2+ years exp

East West Bank is a top-performing commercial bank that serves as a financial bridge between the East and West. They are seeking a Financial Consultant Associate to perform administrative duties and support the Financial Consultant in Wealth Management, including managing schedules, client paperwork, and identifying revenue growth opportunities.

BankingFinanceFinancial Services

Comp. & Benefits

No H1B

Responsibilities

Answering general queries by telephone, email or in person

Organize and accurately maintains filing

Help support Financial Consultant’s daily operations functions / misc. projects

Manage Financial Consultant’s calendar (scheduling, rescheduling, travel arrangements)

Assist Financial Consultant with client paperwork’s, compiling information for reports, printing and scanning documents

Help assist the Financial Consultant to create, maintain, and implement business plans designed to identify revenue growth opportunities for new and existing clients. Manage the pre-call planning process and post-meeting debriefs

Adheres to bank policies, regulatory agency guidelines and CE requirements

May perform other duties as assigned

Qualification

Administrative support experienceMicrosoft Office PackageMandarin proficiencyCantonese proficiencyPrioritizeObtain Series 7Verbal communication skillsWritten communication skillsOrganizational skillsDetail-oriented