Financial Advisor (All Islands)
Bank of HawaiiHonolulu, Hawaii, United States
Posted June 27, 2024
Full Time
About the Company
Bank of Hawaii, founded in 1897, offers a comprehensive array of financial products and services to businesses, consumers, and governments in Hawaii and the West Pacific. With expertise in consumer loans, business banking, private client services, international banking, personal banking, mortgage lending, wealth management, commercial real estate, and treasury and cash management, the bank provides tailored solutions for diverse financial needs. Its strong local presence and commitment to customer service make it a distinctive player in the industry.
Job Description
The Financial Advisor role at the Bank of Hawaii focuses on client investment guidance and services. Responsibilities include managing client relationships, ensuring compliance with regulations, conducting sales and relationship management, and utilizing Blue360 for client tracking. Advisors will consult with subject matter experts to provide tailored investment solutions.
Requirements
- Identifies, develops, and maintains investment relationships.
- Formulates investment solutions using firm-approved products and services.
- Travels independently for client servicing.
- Maintains appropriate market transactions and client records.
- Utilizes Blue360 client relationship management system.