Premier Relationship Manager

Job overview

The Premier Relationship Manager role is onsite in San Mateo, CA, with annual compensation of $80,500–$135,000. East West Bank’s Premier team supports clients with comprehensive financial advice and banking services. This role builds and retains Premier client relationships by understanding financial needs, developing sales opportunities, and coordinating with internal product specialists. It contributes to revenue growth and a consistent, compliant client experience.

What you'll do

• Develop client acquisition, outreach, and retention strategies
• create client-centric marketing plans with branch or regional leadership
• identify and convert sales opportunities
• connect clients with product specialists
• promote products and services and make referrals
• support branch improvement initiatives
• maintain compliance, audit, and quality requirements.

What we're looking for

Skills & competencies

premier relationship manager

east west bank

san mateo ca

financial services

premier clients

relationship management

wealth management

financial planning

client acquisition

sales strategy

finra series 6

finra series 63

life and health insurance license

$80,500–$135,000/year

Work arrangement

• Weekend coverage required

Why this role

Requires FINRA Series 6 and 63 and Life and Health Insurance licenses; Series 7 must be obtained within six months. Mandarin or Cantonese proficiency is a plus.

About the employer

East West Bank is hiring for this role. Industry: Commercial Banking. Sector: 52.