About East West Bank
Sourced by ZipRecruiter
Industry
Commercial banking
Company size
1,001 - 5,000 Employees
Headquarters location
Pasadena, CA, US
Year founded
1973
$20 - $26/hr
Full-time
Posted 12 days ago
Job description
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.
- 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.
- 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
- 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
Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.
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.
eastwestbank.com
Frequently asked questions
Q: What skills or qualities help someone succeed as a Financial Consultant?
A: To succeed as a Financial Consultant, key technical skills include expertise in financial modeling, data analysis, and financial planning, as well as knowledge of financial regulations and industry trends. Soft skills such as strong communication, interpersonal, and problem-solving abilities are also crucial, enabling consultants to effectively advise clients and navigate complex financial situations. By combining these technical and soft skills, Financial Consultants can build trust with clients, drive business growth, and advance their careers through increased client satisfaction and professional recognition.
Q: What is the career path for a Financial Consultant?
A: A Financial Consultant's typical career progression involves starting as a Financial Analyst or Junior Consultant, where they develop foundational skills in financial modeling, data analysis, and client communication. As they gain experience, they can move into mid-level roles such as Senior Consultant or Financial Planning Manager, where they take on more complex projects, lead teams, and develop expertise in areas like investment management or risk assessment. Ultimately, senior roles like Director of Financial Consulting or Partner can be achieved, with opportunities to specialize in niche areas, mentor junior professionals, and drive business growth.
