Relationship & Investment Advisor

First Hawaiian Bank • Honolulu, HI

3d • $55,000 - $75,000 • Onsite

About The Position

First Hawaiian Bank is currently seeking a Relationship & Investment Advisor to join our Institutional Advisory Services Division. This role is responsible for sales of new business and client servicing of existing investment and custody accounts, including oversight of customer-initiated transactions and disbursements. Provides investment management services for clients, including portfolio management (typically using FHB asset-allocation models and fixed-income strategies) within client-specific investment guidelines and in compliance with regulatory requirements. Works to meet business development, client retention and financial goals established by the Division Manager.

Requirements

• Commensurate with experience

Responsibilities

• Sales of new business
• Client servicing of existing investment and custody accounts
• Oversight of customer-initiated transactions and disbursements
• Provides investment management services for clients, including portfolio management (typically using FHB asset-allocation models and fixed-income strategies) within client-specific investment guidelines and in compliance with regulatory requirements
• Works to meet business development, client retention and financial goals established by the Division Manager

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed