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 Consultant’s daily operations functions / misc. projects Manage Financial Consultant’s calendar (scheduling, rescheduling, travel arrangements) Assist Financial Consultant with client paperwork’s, 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 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. East West Bank is an Equal Opportunity Employer 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 Referrals increase your chances of interviewing at East West Bank by 2x Sign in to set job alerts for “Financial Consultant” roles. Financial Advisor - San Francisco Area - 200k (base and bonus) Pasadena, CA $55,000.00-$75,000.00 3 weeks ago Associate Wealth Advisor, Schwab Wealth Advisory Arcadia, CA $76,344.00-$200,000.00 4 days ago Associate Wealth Advisor, Schwab Wealth Advisory Associate Wealth Advisor, Schwab Wealth Advisory Associate Wealth Advisor, Schwab Wealth Advisory Private Wealth Strategist - Private Wealth Management Pomona, CA $126,000.00-$189,000.00 1 week ago Beverly Hills, CA $100,000.00-$200,000.00 4 days ago Beverly Hills, CA $90,000.00-$100,000.00 5 days ago Financial Advisor - Endowments and Foundations Los Angeles, CA $36,200.00-$125,000.00 1 month ago Beverly Hills, CA $36,200.00-$125,000.00 1 month ago Greater Los Angeles, CA $36,200.00-$125,000.00 1 month ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
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