OverviewAs 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- Assesses clients' financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning, evaluating risk tolerance.
- Assesses client's source of wealth, growth of business, lending needs and creative financing to further grow and expand their wealth.
- Target High Net Worth clients and cash deposits, make 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.
- Monitors 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,
- Provides financial management information by preparing financial status analyses and reports.
- Updates job knowledge by tracking financial markets, general economic conditions, and new financial products, participating in educational opportunities, reading professional and technical publications, maintaining personal networks, participating in professional organizations.
- Accomplishes organization goals by accepting ownership for accomplishing new and different requests, exploring opportunities to add value to job accomplishments.
- Consultants may be required to be licensed to buy and sell financial products such as insurance policies, stocks and bonds,
- May be required to travel or to work non-traditional hours to meet with clients in their homes or businesses.
- Consultants may be asked to offer financial planning classes or seminars to reach out to potential clients.
- May perform other duties as assigned
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.
- Travel required (between branches or conduct business meeting with clients)
- 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
CompensationThe 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.
