Financial Services Manager
3 days ago
About the Role
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 goals, including wealth growth, tax optimization, and risk management.
- Build and maintain strong relationships with clients, understanding their unique needs and preferences, and providing tailored solutions to meet their financial objectives.
- Stay up-to-date with market trends, economic conditions, and new financial products, applying this knowledge to provide expert advice to clients.
- Collaborate with internal teams to ensure seamless delivery of financial services, including investment management, lending, and cash management.
- Monitor clients' financial situations, tracking changes in wealth and life circumstances, and adjusting financial plans accordingly.
- Provide regular financial status analyses and reports to clients, ensuring they are informed and engaged in their financial decision-making.
- Participate in ongoing professional development, staying current with industry developments and best practices in financial planning and management.
Requirements
- Bachelor's or graduate degree in accounting, finance, business, or management.
- Minimum 5-7 years' experience in financial planning, consulting, and management, with a strong track record of delivering results.
- FINRA Series 7, 66 licenses, and life and health licenses (or ability to obtain within 90 days).
- Strong financial software knowledge and experience with corporate finance, financial diagnosis, and financial operations.
What We Offer
East West Bank offers a competitive salary range of $90,000.00 to $158,000.00 per year, depending on experience and location. We are an equal opportunity employer, committed to diversity and inclusion, and offer a comprehensive benefits package, including health insurance, retirement plans, and paid time off.
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