AVP/ VP-Private Client Advisor

Introduction

Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. 

Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further.

Overview

Relationship Manager of Private Banking to manage client relationships and to provide full range of wealth management products and services to our high net worth (HNW) and ultra high net worth clients (UHNW).

Responsibilities

• Acquire new HNW and UHNW clients and solicit business opportunities through proactive cross-selling, referrals and personal business connections
• Identify client needs and deliver client-focused banking and wealth management solutions to enhance client experience
• Collaborate with product specialists in offering professional advice to meet client investment goals and risk profile
• Grow and maximize the revenue potential of this client group by building strong client relationships and delivering differentiated solutions
• Adhere to bank policies and professional ethics and be alert of various business risks

• May perform other duties as assigned

Qualifications

• Degree holder in related disciplines
• 4 – 10 years of sales experience in consumer banking with HNW / UHNW client segment preferred
• Must be registered RI (Regulated Activities; Types 1 & 4) to carry out investment regulated activities
• Sound knowledge of banking, wealth management products, and business ethics
• Self-starter with a tenacity to succeed, and a flair for selling
• Customer-focused, with excellent communication and interpersonal skills
• ECF Certification, Certified Private/Retail Wealth Professional are preferred
• Fluent in Mandarin & English is required. Cantonese is a plus.
• The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to (Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks)