Wealth & Private Banking Regional Manager
East West BankIrvine, California, United States • United States •
Posted October 24, 2023
150000 - 230000 USD year
Full Time
About the Company
East West Bank, founded in 1973 with operations in the U.S. and Asia, is a leading financial institution offering commercial banking, retail banking, and wealth management services. Known for its multicultural expertise and commitment to integrity, East West Bank serves businesses and community members seeking global opportunities in real estate, entertainment, private equity, high-tech, and aviation industries.
Job Description
East West Bank is seeking a Sr. Private Client Manager to join their growing branch banking organization. This role involves assessing clients' financial situation, developing financial plans, and managing client relationships. The position offers career development opportunities within a stable environment focused on serving high-net-worth clients.
Requirements
- 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
- FINRA Series 7, 66 licenses and life and health licenses