Financial Consultant Information

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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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Financial Consultant

Able to meet the needs of the customers, understand their financial needs and offer solutions
Able to protect assets from unexpected/large scale healthcare expense and from estate taxes
Include funding for a secure retirement, child’s or grand child’s educations, and growth above inflation and taxes
Prospect within the financial institution by establishing relationships with customer contact associates to find appropriate customers and introduce them
Engage in activities that enable access to those customers who may not frequently use the branch system
Prospect outside the financial institution in order to bring in new customer relationships
Sell effectively by establishing relationships with customers, finding their needs and then offering appropriate solutions in a compelling way so the customer sees the value, understands the features and benefits and purchases the solution
Engage in relationship management activities so that relationships are nurtured and expanded, additional needs are met and friends and relatives are freely referred.

Basic Requirements:

College degree a plus.
NASD Series 7, 66 or 63, and California Life Insurance license required.
Minimum three years experience in Wealth Management or investment banking.
Bilingual in English and Mandarin (or Cantonese) preferred.
Must display traits such as honesty, work ethic and team-orientation.
Strong verbal & written communication, interpersonal, and presentation skills

Other Job Information

Vacancy type:	Full Time	Contact Mode:	not provided
Fax:	not provided	Contact Name:	not provided
Job Duration:	not provided	Phone:	(1-800-922-8429)
Email:	not provided