Premier Relationship Manager
$71k - $135kEast West Bank
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. Overview We are currently seeking a Premier Relationship Manager. As a Premier Relationship Manager, you will be a trusted adviser to our new and existing Premier clients, working collaboratively with internal teams to support the client’s entire life journey by providing professional and comprehensive financial advice, proactively contacting clients, handling banking queries, and ensuring compliance with all regulations. Responsibilities Develop and execute strategies to proactively drive client acquisition, outreach, and retention, 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 advanced technical input to identify and fulfill multiple client needs. 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 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. Benefits Professional working proficiency in Mandarin and/or Cantonese is a plus. Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time. 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. #J-18808-Ljbffr
$71k - $135k
...110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams... ...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...Suggested$56k - $104k
...Licensed Senior Premier Relationship Manager This is a licensed position requiring the SIE, Series 6, 63, Life and Health. Bilingual in English and Mandarin Language is preferred. The mission of Premier Services is to help mass affluent clientele make real financial...SuggestedPart timeLocal area- ...East West Bank is looking for a Premier Relationship Manager in Monterey Park, California. This role involves advising clients, executing client acquisition strategies, and maintaining operational integrity while adhering to the company’s values. Applicants should have...Suggested
$71k - $135k
...East West Bank is seeking a Premier Relationship Manager in Monterey Park, California. This role requires a trusted adviser to clients and involves developing strategies to enhance client acquisition and retention. Proven experience in financial services and excellent...Suggested$71k - $135k
...East West Bank is seeking a Premier Relationship Manager in San Marino, California. This role involves providing comprehensive financial advice to new and existing clients, developing strategies for client acquisition and retention, and ensuring compliance. Key qualifications...Suggested$37.97 - $60.64 per hour
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$69k - $110k
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$71k - $130k
...East West Bank in Artesia, California is looking for a Premier Relationship Manager. This role requires building strong client relationships through comprehensive financial advice and proactive outreach. Candidates should have at least 5 years in financial services, relevant...- ...East West Bank is seeking a Business Relationship Manager in Monterey Park, California, to join their world-class team. The role focuses on delivering high-quality relationship banking to customers, improving their lives and businesses through tailored financial solutions...
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$80k - $85k
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