Relationship & Investment Officer

First Hawaiian Bank • HI

105d • $80,000 - $110,000

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 work experience.
• Chartered Financial Analyst (CFA), Certified Investment Management Analyst (CIMA), Certified Public Accountant (CPA), Chartered Alternative Investment Analyst, or similar designations.
• Business-level fluency in Japanese, highly desirable.
• Direct experience in servicing and managing client relationships.
• Experience working closely with private banking partners.
• Understanding and knowledge of the financial markets, liquid market securities (i.e., equities, fixed income, structured notes, ETFs and mutual funds).
• Custody and Asset Servicing, Pension Administration, Asset Management and Securities Trading.
• Knowledge of securities accounting and trade settlements.
• Working knowledge of bank deposit, loan, and cash management products.

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 within client-specific investment guidelines.
• Compliance with regulatory requirements.
• Meet business development, client retention and financial goals.

Benefits

• Comprehensive benefits program for all employees.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees