Financial Consultant Associate - Bilingual (Mandarin)
Company: East West Bank
Location: Diamond Bar
Posted on: January 10, 2022
Since 1973, East West Bank has served as a pathway to success.
With over 120 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, 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 an exclusive focus on the U.S. and
Greater China markets, with total assets over $61.0 billion*. And
since 2010, we have been recognized by Forbes magazine as one of
"America's Best Banks." With a strong foundation, and enterprising
spirit and a commitment to absolute integrity, East West Bank gives
people the confidence to reach further.
East West Bank is seeking a Financial Consultant Associate. The
Financial Consultant Associate will perform administrative duties
and provide support to the Financial Consultant of Wealth
Key Responsibilities (not limited to)
Answering general queries by telephone, email or in person
Organize and accurately maintains filing
Help support Financial Consultant's daily operations functions /
Manage Financial Consultant's calendar (scheduling, rescheduling,
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
1-2 years administrative support experience; College degree a
Fluency in English and Chinese (Mandarin and/or Cantonese) a
Great Computer skills
Proficient with Microsoft Office Package
Excellent verbal and written communication skills
Strong organizational skills and must be able to prioritize work
Ability to obtain Series 7 and 63 within 6 months.
East West Bank is an equal opportunity employer.
Keywords: East West Bank, Diamond Bar , Financial Consultant Associate - Bilingual (Mandarin), Accounting, Auditing , Diamond Bar, California
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