Family Business & Succession Advisor

Bank of Hawaii, Inc.; Honolulu (HI); On-site; USD 70,000 - 120,000; Full time

Job summary

Bank of Hawaii, Inc. is seeking an Individual Contributor to support business owners in wealth management and exit transition planning in Honolulu, Hawaii. This full-time role requires a Bachelor's degree and minimum 3 years' experience in a client-facing role, emphasizing business analysis, communication, and stakeholder management. The successful candidate will engage with clients, conduct assessments, and coordinate cross-functional teams to deliver effective advisory services while ensuring compliance with regulations.

Qualifications

• Minimum 3 years of experience in wealth management or related client-facing environment.
• Willingness to pursue CEPA designation for professional development.
• Strong follow-through and responsiveness in client-facing environments.

Responsibilities

• Engages with business owners to define planning pathways.
• Conducts exit readiness assessments to organize client information.
• Coordinates with internal partners to align practices and processes.
• Prepares client-ready materials for informed discussions.
• Supports planning of client-facing events coordinating logistics.

Skills

Business Acumen

Business Analysis

Communication

Consultative Solutions

Cross-Functional Collaboration

Customer Experience

Laws & Regulations

Relationship Management

Stakeholder Management

Education

Bachelor's degree in related field

Tools

Microsoft Office applications

Job description

Bank of Hawaii, Inc. is seeking an Individual Contributor to support business owners in wealth management and exit transition planning in Honolulu, Hawaii. This full-time role requires a Bachelor's degree and minimum 3 years' experience in a client-facing role, emphasizing business analysis, communication, and stakeholder management. The successful candidate will engage with clients, conduct assessments, and coordinate cross-functional teams to deliver effective advisory services while ensuring compliance with regulations.