What are the responsibilities and job description for the Relationship & Investment Officer position at First Hawaiian Bank?
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.
Hours:
Monday - Friday 8:00AM - 5:00PM (Work hours may vary)
Compensation:
The annual salary range for this role is $120,000 - $150,000/yr; commensurate with experience.
The successful candidate will be hired for the level of the position that aligns with their experience, skillsets, and credentials.
Required Qualifications
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 (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.
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
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.
Proficient in Microsoft 365 suite of applications (primarily power point, word, excel, outlook).
Excellent written and verbal communication skills, confident and comfortable conducting client presentations.
Precision and thoroughness in analysis, reporting, and decision-making.
Effective in delegating, dealing with others, and able to work 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, 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.
Benefits:
We proudly offer a comprehensive benefits program for all employees. For more information, Click Here
We value you!
At First Hawaiian Bank, we value Fairness, Inclusion, and Opportunity and welcome applications from all eligible candidates. For our full EEO statement, please visit www.fhb.com/careers. Mahalo for choosing First Hawaiian Bank!
Are you interested in learning more about us? Come discover who we are by visiting our LinkedIn, Instagram, Facebook pages. Discover firsthand insights through our Employee Spotlight series, offering a glimpse into the daily lives of our valued team members
If this position sounds like an ideal match, we invite you to apply so we can learn more about you.
At First Hawaiian Bank, it all starts with YES!
Salary : $120,000 - $150,000
