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East West Bank · 10 hours ago

Wealth Management Advisor

Houston, TX

Full-time

Hybrid

Mid Level

$67K/yr - $120K/yr

4+ years exp

East West Bank is a premier financial institution serving as a bridge between the East and West. The Wealth Management Advisor will meet with clients to assess their financial situations and develop tailored financial plans, while also monitoring and adjusting these plans as clients' circumstances change.

BankingFinanceFinancial Services

Comp. & Benefits

No H1B

Responsibilities

Responsible for the deposit and investment growth of the markets within their assigned region

Partners with the business to define the deposit and investment growth opportunity for new and existing clients at the market levels

Actively participates in meetings to highlight new products and features, as well as sales management tactics, and reinforcement of monthly deposit priorities

Assesses clients' financial situation and provides solutions by gathering information regarding past financial decisions, current financial investments, and future financial goals

Monitors clients' financial situation by tracking changes in wealth and life circumstances, analyzing financial plan results, identifying, and evaluating new financial strategies, recommending changes in goals and plans

Commits to ongoing growth of skill sets and job competencies by constantly engaging in industry related news, products, and compliances and regulation

Accomplishes organizational goals by building and solidifying client relationship and adding East West’s unique value proposition to solutions and services tailored to each client’s individual needs

Perform other duties as assigned

Qualification

Financial PlanningFinancial StrategyFinancial licensesFinancial Software knowledgeMicrosoft ExcelMicrosoft WordMicrosoft PowerPointResourcefulClient-facing skillsInterpersonal skillsCommunication skillsOrganizational skillsDetail orientedWork under pressure