Bank of Hope

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Wealth Advisor

at Bank of Hope

Posted: 10/12/2019
Job Status: Full Time
Job Reference #: e1b34fab-177d-42bd-ad7b-877e8d779577

Job Description

-Responsible for developing new business opportunities both by mining personal network (i.e. COIs) and by generating referrals from bank partners. -Contact potential or current customers to obtain opportunities to set appointments to conduct discovery meetings-Creates or updates a profile for each client by reviewing his/her current financial situation, as well as short- and long-term financial goals-Interacts with new clients to facilitate the opening and funding of accounts-Prepares required reports of activity, progress and results for management-Represents the Bank by becoming active in the community. Actively participates in service organizations, community activities, etc. to promote a positive image of the Bank and to generate leads for new business efforts-Develops and maintains relationships with bank personnel to expand understanding of brokerage services to stimulate referrals-Delivers quality service to brokerage clients through a proactive contact process based on defined standards of service-Builds and maintains database of prospects and client information-Helps manage client investment portfolios in line with approved investment guidelines-Keeps up-to-date on legal, legislative, federal, and state laws and regulations by reading periodicals, publications, and participating in educational seminars-Participates in departmental meetings and dutiesRequirements-Perferred: BILINGUAL KOREAN-Required: At least 4 years of customer-facing investment, insurance, and financial profiling experience-Required: Excellent communication and organizational skills-Required: Ability to foster strong partnerships with retail branch employees and business partners