East West Bank
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Premier Relationship Manager
role at
East 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, 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.
Overview We are currently seeking 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, working collaboratively with our internal teams to support clients’ entire life journey by providing professional and comprehensive financial advice. You will also proactively contact clients, handle banking queries in a timely manner and ensure all compliance and regulatory requirements 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.
Compensation The base pay range for this position is USD $80,500.00/Yr. – USD $130,000.00/Yr. Exact offers will be determined based on job‑related knowledge, skills, experience, and location.
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Sales and Business Development
Industries Banking
Referrals increase your chances of interviewing at East West Bank by 2x.
#J-18808-Ljbffr
Premier Relationship Manager
role at
East 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, 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.
Overview We are currently seeking 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, working collaboratively with our internal teams to support clients’ entire life journey by providing professional and comprehensive financial advice. You will also proactively contact clients, handle banking queries in a timely manner and ensure all compliance and regulatory requirements 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.
Compensation The base pay range for this position is USD $80,500.00/Yr. – USD $130,000.00/Yr. Exact offers will be determined based on job‑related knowledge, skills, experience, and location.
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Sales and Business Development
Industries Banking
Referrals increase your chances of interviewing at East West Bank by 2x.
#J-18808-Ljbffr