• Financial Consultant Associate

    Location US-CA-San Francisco
    Job ID
    2018-6007
    Category
    Wealth Management
    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 S 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.

     

    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.

     

    We are currently seeking a Financial Consultant Associate.

    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 Financial Consultant's daily operational functions/ misc. projects
    • Manage Financial Consultant's calendar (scheduling, rescheduling, travel arrangements)
    • Assist Financial Consultant with client paperwork, 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.

    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.

    A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it's the bank's policy to only inquire into a candidate's criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.

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