Relationship & Investment Officer

First Hawaiian Bank • Honolulu, HI

274d • $120,000 - $150,000

About The Position

Join the First Hawaiian Bank ‘ohana, where our culture flourishes with purpose. We prioritize the 3 C's - Caring, Character and Collaboration - ensuring a workplace that is not only rewarding, but deeply fulfilling. Consistently recognized as one of the “Best Places to Work in Hawaii for 13 consecutive years, we take pride in our longstanding commitment to both our team and the communities we serve, spanning over 165 years. Step into a career that offers stability, excitement, and growth. Experience the thrill of a dynamic environment paired with a comprehensive training program. Plus, enjoy the perks of our competitive compensation and benefits package. If you are ready for a career that empowers you to thrive, your journey starts here. First Hawaiian Bank is currently seeking a Relationship & Investment Officer 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 institutional 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

• Bachelor's degree in finance, business or related field from an accredited university or college or equivalent experience required.
• 7+ years of progressively responsible experience in relationship and investment management, finance, or related fields.
• Strong track record of business development, client relationship and portfolio management.
• Strong understanding of markets and investment vehicles.
• Proficient in Microsoft 365 suite of applications (primarily PowerPoint, Word, Excel, Outlook).
• Excellent written and verbal communication skills.
• Precision and thoroughness in analysis, reporting, and decision-making.
• Effective in delegating and working collaboratively in teams.
• Self-motivated with mature judgement.
• Direct experience in servicing and managing client relationships.
• Experience working closely with commercial and corporate banking partners.
• Strong understanding and knowledge of the financial markets and liquid market securities.

Nice To Haves

• Master's degree in business administration or other finance-related graduate degree preferred.
• Chartered Financial Analyst (CFA), Certified Investment Management Analyst (CIMA), Certified Public Accountant (CPA), Chartered Alternative Investment Analyst, or similar designations preferred.

Responsibilities

• Sales of new business and client servicing of existing investment and custody accounts.
• Oversight of customer-initiated transactions and disbursements.
• Provides investment management services for institutional clients.
• Portfolio management using FHB asset-allocation models and fixed-income strategies.
• Ensures compliance with client-specific investment guidelines and regulatory requirements.
• Meets business development, client retention, and financial goals established by the Division Manager.

Benefits

• Comprehensive benefits program for all employees.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Management of Companies and Enterprises
• Education Level: Bachelor's degree