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.
Hours:
Monday - Friday 8:00AM - 5:00PM (Work hours may vary)
Compensation:
The annual salary range for this role is $55k-$75k/yr; commensurate with experience.
The candidate selected for this role will be hired in at the appropriate level determined by their skills and experience.
Bachelor's degree in finance, business or related field from an accredited university or college or equivalent experience.
Business-level fluency in Japanese, highly desirable.
Chartered Financial Analyst (CFA), Certified Investment Management Analyst (CIMA), Certified Public Accountant (CPA), Chartered Alternative Investment Analyst, or similar designations.
One (1) year of experience in relationship and investment management, finance, or related fields (e.g., Relationship Officer, Portfolio Manager, or Financial Advisor) with a strong track record of business development, client relationship and portfolio management, with a strong understanding of markets and investment vehicles.
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, liquid market securities (i.e., equities, fixed income, structured notes, ETFs and mutual funds).
Knowledge of securities accounting and trade settlements.
Custody and Asset Servicing, Pension Administration, Asset Management and Securities Trading.
Working knowledge of bank deposit, loan, and cash management products.
Strong ability to communicate with clients about economic indicators and market indexes.
Portfolio Management: proficiency in managing diversified investment portfolios, understanding asset allocation, and risk management.
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.
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.