Relationship Manager

Overview
We are currently seeking a high professional to join our team as 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 our internal teams, you will support clients’ entire life journey by providing professional and comprehensive financial advice to suit the client’s needs. You will also provide support on contacting clients proactively, handling client’s banking queries timely and ensuring all compliance and regulations are met.

Responsibilities

Develop and execute strategies to proactively drive client acquisition, outreach and retention to generate revenue and deepen 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 on 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 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 $80,500.00/Yr. – USD $135,000.00/Yr. Exact offers will be determined based on job‑related knowledge, skills, experience, and location.

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