Among securities, commodities, and financial services sales agents, AI is already used for a large share of the tasks. Measured exposure for securities, commodities, and financial services sales agents: 44% (high).

Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.

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About the job

Introduction

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 for a high professional to join our team as a Premier Relationship Manger. As a Premier Relationship Manager, you will be a trusted adviser to our new and existing Premier clients. Woking collaboratively with our internal teams, you will support client’s entire life journey by providing professional and comprehensive financial advice to suit the client’s needs. You will also provide support on contacting clients proactively, handling client’s banking queries timely and ensuring all the compliance and regulations are met.

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

Qualifications

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

Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.

Professional working proficiency in Mandarin and or Cantonese is a plus.

Compensation The base pay range for this position is USD $71,000.00/Yr. - USD $135,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.