Premier Relationship Manager

Overview

We are currently seeking a Premier Relationship Manager to join our team. This role involves developing and executing strategies to proactively drive client acquisition, outreach, and retention, while providing comprehensive financial advice and support.

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
• A strong sense of ownership, responsibility, and accountability
• Excellent understanding of financial planning, wealth management, and client-needs assessment

Professional Working Proficiency

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

Compensation

The base pay range for this position is USD $80,500.00/Yr. - USD $135,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.