Financial Consultant Associate

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.

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

• Answer general queries by telephone, email or in person
• Organize and accurately maintain filing
• Help support the Financial Consultant’s daily operations functions and miscellaneous projects
• Manage the Financial Consultant’s calendar (scheduling, rescheduling, travel arrangements)
• Assist the 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
• Adhere to bank policies, regulatory agency guidelines and CE requirements
• May perform other duties as assigned

• 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
• Detail oriented
• Strong organizational skills and must be able to prioritize work with deadlines
• Ability to obtain Series 7 and 63 within 6 months

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.

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.