Wealth Management Specialist

4 weeks ago


Pasadena, California, United States East West Bank Full time
Job Summary

We are seeking a highly skilled Wealth Management Advisor to join our team at East West Bank. As a Wealth Management Advisor, you will be responsible for meeting with clients to assess their financial situation and provide personalized financial plans that meet their short- and long-term goals.

Key Responsibilities
  • Assess clients' financial situations and provide solutions by gathering information regarding past financial decisions, current financial investments, and future financial goals.
  • Monitor clients' financial situations by tracking changes in wealth and life circumstances, analyzing financial plan results, identifying, and evaluating new financial strategies, recommending changes in goals and plans.
  • Participate in meetings to highlight new products and features, as well as sales management tactics, and reinforcement of monthly deposit priorities.
  • Commit to ongoing growth of skill sets and job competencies by constantly engaging in industry-related news, products, and compliance and regulation.
  • Achieve organizational goals by building and solidifying client relationships and adding East West Bank's unique value proposition to solutions and services tailored to each client's individual needs.
Requirements
  • Bachelor's or graduate degree in accounting, finance, business, or management.
  • Minimum 4 years of experience in Financial Planning/Consulting, Financial Strategy, Analysis, and Business.
  • Financial licenses/state registration as required (L&H, FINRA Series 7 and 66).
  • Financial software knowledge.
  • Ability to work efficiently and calmly under pressure in a fast-paced environment.
  • Excellent client-facing and internal communication skills.
  • Expert in Microsoft Excel, Word, and PowerPoint.


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