Southern California Northern California Illinois Massachusetts New Jersey New York Texas Washington Nevada 中 文 | English | Español Home About Us Investor Relations Contact Us Branch Locator Personal AccountsChecking AccountsSavings AccountsCDsIRA CDDebit CardsLoansMortgage LoanHome Equity FinancingAuto LoanCredit CardsCathay Online BankingMobile Banking Business / Commercial Business AccountsBusiness Checking AccountBusiness Savings AccountCDsCash Management ServicesMerchant Deposit CaptureZero Balance AccountLockbox ServiceMerchant Bankcard ServicesCourier Deposit ServiceArmored Transport ServicesCash Vault ServicesBusiness Online BankingLoansCommercial FinancingReal Estate & Construction FinancingInternational Banking & FinancingSmart Capital LineSBA Guaranteed Loan ProgramCredit CardsCathay Business ConnectBANK@WORK Program Foreign Exchange Foreign Exchange ServiceForeign Exchange Market Update Investments Cathay Wealth ManagementAnnuitiesMutual FundsInvestment IRAsOnline Trading/Account Access Online Banking Personal Banking Business Banking Log In Log In View Demo Register Learn More View Demo Register Learn More Home > About Us > Careers > Financial Consultant Careers Financial Consultant Location: New York Region Region: Greater New York Area Position Title: Financial Consultant Job Duties: 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: 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. Please send resume and salary expectation to Human Resources, Cathay Bank 9650 Flair Drive El Monte, CA 91731 or fax resume to 626-454-1261 Upload:Upload file Cathay Bank is an equal opportunity and M/F/D/V (Minority/Female/Disabled/Veteran) employer. Mortgage Payment Problem? We may be able to help you Know More 1-800-9CATHAY (1-800-922-8429) Customer service: 6:00 a.m. - 6:00 p.m. Pacific Time, Monday through Friday. Automated information is available 24hours a day, 7 days a week.