Private Client Financial Manager

24 hours ago

Pasadena, California, United States East West Bank Full time

Job Summary

We are seeking a highly skilled and experienced Private Client Manager to join our team at East West Bank. As a key member of our organization, you will be responsible for providing exceptional financial planning and management services to our high net worth clients.

Key Responsibilities

  • Assess clients' financial situations by gathering information on investments, asset allocation, savings, tax planning, retirement planning, and estate planning, evaluating risk tolerance.
  • Develop and implement comprehensive financial strategies to help clients achieve their financial goals.
  • Market our services by asking for referrals from current clients, meeting prospects at community functions, responding to inquiries, developing promotions, and presenting financial planning seminars.
  • 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.
  • Stay up-to-date with financial markets, general economic conditions, and new financial products by participating in educational opportunities, reading professional and technical publications, maintaining personal networks, and participating in professional organizations.

Requirements

  • Bachelor 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.
  • Experience in corporate finance, financial diagnosis, and financial operations a plus.

Compensation

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.

East West Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other legally protected status. Reasonable accommodations for disability are provided to applicants and employees in accordance with applicable law.

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