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Cathay General Bancorp

In 1962, Cathay Bank opened for business with the mission of providing financial services to the growing but underserved Chinese-American community in the greater Los Angeles area, thus becoming the first Chinese-American bank in Southern California. Recognizing that the community it served was part of a more diverse one, Cathay Bank adopted the motto "An Open Door for All." Its rapid expansion was fueled by successive waves of immigration, burgeoning trade between America and Asia, and the e... Read More

Address      Cathay Bank Loan Servicing Department EL-3-A 9650 Flair Drive, El Monte, CA 91731
Website      /www.cathaybank.com/
Holding      No Holding Details

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Director of Wealth Management

Job Duties:

Develops, negotiates and manages wealth management products through third party vendors.
Develops bank-wide strategic plans for market segmentation, new product introduction, ongoing sales expansion, etc.
Monitors sales performance and ensures that revenue goals are met.
Manages Financial Consultants to promote wealth management products in accordance with business objectives.
Develops key business opportunities.
Designs, implements and directs the referral program to increase business. Recommends and implements the commission program to motivate sales of wealth management products.
Maintains a high level of compliance standards of all applicable regulations.
Develops the skills of Financial Consultants and other staff through a combination of goal-setting, delegation, training, counseling, and performance management.
Recommends hires, transfers, terminations, salary adjustments, performance standards, and reviews.

Basic Requirements:

Bachelor’s degree in business-related discipline preferred but not required.
Minimum 7 years of experience in wealth management including at least 3-5 years of experience in a supervisory capacity.
Excellent knowledge of the securities, insurance and banking industries, or similar financial institutions
Excellent product knowledge in wealth management products
Current knowledge of federal and state laws pertaining to wealth management products
Excellent managerial skills
Excellent business development and interpersonal skills
Excellent verbal and written communication skills.

Other Job Information

Vacancy type:

Full Time

Contact Mode:

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Contact Name:

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Job Duration:

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