Financial Consultant Associate

eastwestbank· Wealth Management
Apply Now ↗
📍 Palos Verdes Peninsula, CA, US📍 Torrance, CA, USFULL TIME

About this role

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

To perform administrative duties and provide support to the Financial Consultant of Wealth Management.

Responsibilities

  •  Answering general queries by telephone, email or in person
  • Organize and accurately maintains filing
  • Help support Financial Consultant’s daily operations functions / misc. projects
  • Manage Financial Consultant’s calendar (scheduling, rescheduling, travel arrangements)
  • Assist Financial Consultant with client paperwork’s, compiling information for reports, printing and scanning documents.
  • Help assist the Financial Consultant to create, maintain, and implement business plans designed to identify revenue growth opportunities for new and existing clients. Manage the pre-call planning process and post-meeting debriefs.
  • Adheres to bank policies, regulatory agency guidelines and CE requirements.
  • May perform other duties as assigned

Qualifications

  • 2 years administrative support experience; College degree a plus
  • Professional working proficiency in Mandarin and or Cantonese is a plus.
  • Great Computer skills
  • Proficient with Microsoft Office Package
  • Excellent verbal and written communication skills
  • Detailed oriented
  • Strong organizational skills and must be able to prioritize work with deadlines
  • Ability to obtain Series 7 and 63 within 6 months.

 

East West Bank is an Equal Opportunity Employer

Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.

Compensation

The base pay range for this position is USD $20.00/Hr. - USD $26.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

Frequently Asked Questions

Is the salary disclosed for the Financial Consultant Associate position at eastwestbank?
The salary for this Financial Consultant Associate role at eastwestbank is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Financial Consultant Associate position at eastwestbank located?
This Financial Consultant Associate role at eastwestbank is based in Palos Verdes Peninsula, CA, US, Torrance, CA, US. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Financial Consultant Associate role at eastwestbank full-time or part-time?
This is listed as a FULL TIME position. It is posted as a Financial Consultant Associate role in the Wealth Management department at eastwestbank.
Which team or department does the Financial Consultant Associate at eastwestbank belong to?
This Financial Consultant Associate position is part of the Wealth Management department at eastwestbank. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Financial Consultant Associate position at eastwestbank?
Click the "Apply Now" button on this page. You will be redirected to eastwestbank's official application portal hosted on icims where you can submit your application directly.
When was the Financial Consultant Associate job at eastwestbank posted?
This Financial Consultant Associate position at eastwestbank was posted on Jun 10, 2024. Apply as soon as possible — early applications are often reviewed first.
Financial Consultant Associate
eastwestbank
Apply for this role ↗

You'll be redirected to eastwestbank's official application page on icims.