Private Client Financial Advisor
2 days ago
At East West Bank, we are committed to helping our clients achieve their financial goals. As a Private Client Manager, you will play a key role in providing personalized financial services to high net worth individuals and families.
Responsibilities:- Assess clients' financial situations by gathering information on investments, asset allocation, savings, tax planning, retirement planning, and estate planning.
- Develop financial strategies by guiding clients to establish financial goals and matching goals to situations with appropriate financial plans.
- Obtain clients' commitment by explaining proposed financial plans and options, explaining advantages and risks, and providing explanations and alleviating concerns.
- Monitor clients' financial situations by tracking changes in wealth and life circumstances, analyzing financial plan results, identifying and evaluating new financial strategies, and recommending changes in goals and plans.
- Provide financial management information by preparing financial status analyses and reports.
- Bachelor's or graduate degree in accounting, finance, business, or management.
- Minimum 5-7+ years' experience in financial planning/consulting, financial strategy and analysis, and managing experience.
- Travel required (between branches or conducting business meetings with clients).
- Required FINRA Series 7, 66 licenses and life and health licenses.
- Financial software knowledge.
The base pay range for this position is USD $90,000.00/Yr. - USD $158,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.
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Private Client Financial Advisor
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