Join to apply for the Financial Consultant Associate role at East West Bank
Join to apply for the Financial Consultant Associate role at East West Bank
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.
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 Consultants daily operations functions / misc. projects
- Manage Financial Consultants calendar (scheduling, rescheduling, travel arrangements)
- Assist Financial Consultant with client paperworks, 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.
- 2 years administrative support experience; College degree a plus
- Fluency in English and Chinese (Mandarin and/or Cantonese) a must
- 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.
Compensation
The base pay range for this position is USD $20.00/Hr. - USD $25.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.
Seniority level
Seniority level
Entry level
Employment type
Employment type
Full-time
Job function
Job function
Finance and Sales-
Industries
Banking
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