Private Banking Director jobs in New York

Introduction

Since 1973, East West Bank has served as a pathway to success. With over 120 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 an exclusive focus on the U.S. and Asia markets. With a strong foundation, and enterprising spirit and a commitment to absolute integrity, East West Bank gives people the confidence to reach further.

Overview

As an Wealth & Private Banking Regional Director, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from Elite to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and EWB partner referrals that deepen client relationships.

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Proven track history in deposit generation, treasury sales, preferably in bank deposit gathering environment.
• Provides advice and counsel to prospects and customers regarding deposits and related matters, always representing the Bank’s best interests.
• Consistently operates in compliance with banking laws and regulations, established Bank policies and procedures, audit, and enterprise risk management policies.
• Maintains a strong working knowledge of the Bank's products and services especially regarding deposit and cash management products and services.

Qualifications

• Minimum 15 years in a Wealth Advisor role or equivalent financial services experience with dealing and working with ultra-affluent families.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• Leadership ability to coach, mentor or build new teams in growth environment.
• Proven ability to develop and cultivate customer relationships.
• Excellent interpersonal, team building and communication skills.
• Understanding of regulations governing financial products/services.
• Experience within the legal, treasury operations, or specialty deposit markets strongly preferred.
• Certified Financial Planning (CFP®) certification is strongly preferred.
• Bachelor’s degree or higher preferred.

Compensation