Relationship & Investment Advisor

Responsibilities

• 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.

Qualifications

• 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.

Pay

The annual salary range for this role is $55k-$75k/yr; commensurate with experience.

Schedule

Hours: Monday - Friday 8:00AM - 5:00PM (Work hours may vary)