Private Client Advisor

Private Client Advisor

We are currently seeking a Private Client Advisor. This position will focus on high touch customers, building and maintaining business relationships and working with high value business accounts.

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.

Responsibilities

• Assesses clients' financial situation by gathering information regarding investments, asset Assist clients with new products and services
• Open new accounts
• Internal and external inquiries and research requests
• Process client transactions including deposits, transfers, and wire transfers
• Daily client contact - overdraft report, check and wire verification, return deposited items, etc.
• Verification of Deposit / Credit rating requests
• Client supply orders (checks, deposit slips, endorsement stamps, etc.)
• Cross sell additional Bank products and services
• Coordinate and participate in Department meetings
• Ensure compliance with Bank and Department standards (GLBA, BSA, Security protocol, etc.)
• Support Bank Associates with setup of all additional product and services as required
• Account Maintenance (client contact and follow-up)
• Prepare and process account change requests
• Client site travel as required (new accounts, transactions, maintenance)
• Adhere to established Department standards and guidelines
• Client and Bank event assistance as needed
• Performs other duties as assigned

Qualifications

Compensation

The base pay range for this position is USD $129,000.00 / Yr. - USD $220,000.00 / Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.