Wealth & Private Banking Regional Manager

Overview

As a Sr. Private Client Manager, you will be part of a growing and stable organization that provides career path development opportunities while serving a growing and profitable market.

Responsibilities

• Affords clients' financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning, evaluating risk tolerance.
• Affords client's source of wealth, growth of business, lending needs and creative financing to further grow and expand their wealth.
• Targets High Net Worth clients and cash deposits, makes East West Bank their primary bank Markets services by asking for referrals from current clients, meeting prospects at community functions, responding to inquiries, developing promotions, presenting financial planning seminars.
• Develops financial strategies by guiding client to establish financial goals, matching goals to situation with appropriate financial plans.
• Obtains clients' commitment by explaining proposed financial plans and options, explaining advantages and risks, providing explanations, alleviating concerns, answering questions.
• Maintains 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.

Qualifications

• Bachelor or graduate degree in accounting, finance, business or management
• Minimum 5-7+ years' experience in Financial Planning/Consulting, Financial Strategy and Analysis as well as managing experience.
• Required FINRA Series 7, 66 licenses and life and health licenses. (If you do not currently hold the licenses, an offer can be extended with the condition that a passing score is received for the missing series within 90 days.)
• Financial Software knowledge
• Experience in Corporate Finance, Financial Diagnosis, Financial Operations a plus

EEOC

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

Pay

The base pay range for this position is USD $150,000.00/Yr. - USD $230,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.