Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement.

Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further.

Overview

We are currently seeking a Wealth Management Advisor. The Wealth Management Advisor will meet personally with clients to assess their financial situation to present a financial plan that includes both short- and long-term financial goals. They will meet regularly with clients to assess how life changes such as marriage, job change, or the birth of a child will affect the client's financial plan.

As an East West Bank employee, you will be part of a growing and stable organization that provides career path development opportunities while serving a growing and profitable market.

Responsibilities

Responsible for the deposit and investment growth of the markets within their assigned region
Partners with the business to define the deposit and investment growth opportunity for new and existing clients at the market levels
Actively participates in meetings to highlight new products and features, as well as sales management tactics, and reinforcement of monthly deposit priorities
Assesses clients' financial situation and provides solutions by gathering information regarding past financial decisions, current financial investments, and future financial goals
Monitors clients' financial situation by tracking changes in wealth and life circumstances, analyzing financial plan results, identifying, and evaluating new financial strategies, recommending changes in goals and plans
Commits to ongoing growth of skill sets and job competencies by constantly engaging in industry related news, products, and compliances and regulation
Accomplishes organizational goals by building and solidifying client relationship and adding East West’s unique value proposition to solutions and services tailored to each client’s individual needs
Perform other duties as assigned

Qualifications

Bachelor or graduate degree in accounting, finance, business, or management
Minimum 4 years’ experience in Financial Planning/Consulting, Financial Strategy, Analysis and Business
Financial licenses/state registration as required (L&H, FINRA Series 7 and 66)
Financial Software knowledge
Travel required (between branches or conduct business meetings offsite with client) Well organized, detail oriented and resourceful
Ability to work efficiently and calmly under pressure in a fast-paced environment
Interpersonal and professional manner in dealing with clients and employees
Excellent client-facing and internal communication skills
Expert in Microsoft Excel, Word, and Power Point

Compensation

The base pay range for this position is USD $67,000.00/Yr. - USD $95,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

East West Bank

New Jobs

Wealth Management Advisor