Premier Relationship Manager
Overview
We are currently seeking a Premier Relationship Manager to join our team. This role involves being a trusted adviser to new and existing Premier clients, collaborating with internal teams to support client needs, and promoting our products and services.
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
Professional Working Proficiency
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.