• Private Banking Associate

    Location US-CA-Pasadena
    Job ID
    2018-5993
    Category
    Sales/Business Development
    Position Type
    Full-Time
  • Overview

    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.

    East West Bank is currently seeking a Private Banking Associate to work in a fast paced banking environment. The Private Client Associate will be a creative, entrepreneurial, team-oriented individual who bring intensity, integrity, intellectual curiosity and leadership potential to our team.

    As an East West Bank employee, you will be part of a growing and stable organization that provides career path development opportunities while serving a growing and profitable market.

    As a valuable East West Bank team member, your duties (not limited to) will include:

    • Answering general queries by telephone, email or in person
    • Organize and accurately maintain filing
    • Help support Private Client Advisor's daily operational functions / misc. projects
    • Manage Private Client Advisor's calendar (scheduling, rescheduling, travel arrangements)
    • Assist Private Client Advisor with client paperwork, compiling information for reports, printing and scanning documents.
    • Help assist the Private Client Advisor 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.

    Qualifications/Requirements:

    • At least 2 years of administrative support experience
    • Proficient with Microsoft Office Package
    • Excellent verbal and written communication skills
    • Detail oriented
    • Strong organizational skills and must be able to prioritize work with deadlines
    • Ability to obtain Series 7 and 63 within 6 months.


     

     

     

     

    Options

    Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
    Share on your newsfeed

    Connect With Us!

    Not ready to apply? Connect with us for general consideration.