For more than 40 years, East West Bank has served as a pathway to success. With over 130 locations across the U.S. and Greater China, 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, high-tech and aviation help build sustainable businesses and expand our employees’ potential for career advancement.
Headquartered in California, East West Bank (Nasdaq: EWBC) is a top performing commercial bank with an exclusive focus on the U.S. and Greater China markets. With assets of $37.7 billion, we’re ranked among the 30 largest banks in the United States and currently top 5 in “America’s 100 Best Banks” by Forbes, a list where we've consistently been in the top 15 since 2010. With a strong foundation, an enterprising spirit and a commitment to absolute integrity, East West Bank gives people the confidence to reach further.
We are currently seeking a Wealth Strategist. The primary expert responsible for implementing Advisory Wealth Planning is the Wealth Strategist. A Sr. Wealth Planning Strategist or the Director of Advisory Wealth Planning must bring exceptional expertise, both in education and in experience to the Wealth Management group. This professional must be able to understand and assess the legal and tax elements of a client's current estate, business or charitable plan, work closely with a client's outside advisors to facilitate the education of the producers about the client's plan, and communicate to both client and producers who will develop the appropriate financial product solutions.
Required - BA/BS degree, Advanced Degree JD preferred
10+ years wealth planning experience/financial institution experience
Management of personnel/dotted line management