Investment Officer

Bishop & Co.; Honolulu (HI); In loco; USD 64.000 - 103.000; Tempo pieno

Descrizione del lavoro

Bishop & Co. in Honolulu, HI seeks an Investment Officer to manage fiduciary and agency portfolios, serve as trusted advisor, and promote wealth management services. You will communicate investment philosophy, strategy, and market outlook while ensuring compliance and client satisfaction.

Strong communication, judgment, and relationship-building are essential. Responsibilities include portfolio oversight, execution of securities transactions, regulatory reviews, business development, and

Competenze

• Bachelor’s degree in Finance, Economics, Business Administration, or related field.
• MBA or Master’s in Finance, Economics, Mathematics, or related discipline preferred.
• Minimum of four (4) years of fiduciary investment management experience required.
• CFA®, CIMA®, CFP® or similar designations may be considered toward experience requirements.

Mansioni

• Independently manage fiduciary and agency portfolios per policies and guidelines.
• Execute securities transactions across major markets within risk parameters.
• Conduct Regulation 9 fiduciary investment reviews for assigned accounts.
• Monitor portfolio performance and advise on strategies aligned with client goals.
• Grow and retain client relationships and promote investment services.

Conoscenze

Investment management

Client relationship management

Business development

Communication skills

Regulatory awareness

Detail-oriented

Formazione

Bachelor's degree in Finance, Economics, or related field

MBA or Master’s in Finance/Economics/Mathematics (preferred)

Descrizione del lavoro

Investment Officer Position Summary

The Investment Officer is responsible for the discretionary management of agency and fiduciary investment portfolios, client relationship management, and business development efforts that promote the Bank's investment management services. This role serves as a trusted advisor to clients, prospects, and referral partners by communicating the department's investment philosophy, strategy, market outlook, and portfolio management process. The Investment Officer also supports the development, implementation, and oversight of Wealth Management and Bank initiatives that strengthen operational excellence, regulatory compliance, and client satisfaction. This position embodies the Company's Core Values through exceptional client service, ownership, accountability, collaboration, and professionalism. Success in this role requires strong communication skills, sound investment judgment, attention to detail, relationship-building expertise, and a proactive, solution-oriented mindset.

Key Responsibilities

Investment Management & Client Service

• Independently manage assigned fiduciary and agency investment portfolios in accordance with departmental policies, investment guidelines, and fiduciary standards.
• Execute securities transactions across major financial markets while maintaining adherence to established investment practices and risk parameters.
• Conduct required Regulation 9 fiduciary investment reviews for assigned accounts.
• Monitor portfolio performance and recommend investment strategies aligned with client objectives.
• Participate in the ongoing management, retention, and growth of client relationships.

Business Development & Relationship Management

• Promote investment management services to prospective clients, centers of influence, and referral sources.
• Partner with colleagues across the organization to identify and develop new business opportunities.
• Achieve established business development and revenue growth goals.
• Effectively communicate the department's investment philosophy, market outlook, and portfolio management approach to clients, prospects, and referral partners.

Compliance & Risk Management

• Maintain compliance with fiduciary regulations, banking requirements, and internal policies and procedures.
• Serve as a resource during regulatory examinations, audits, and compliance reviews.
• Ensure all activities meet or exceed internal audit standards and regulatory expectations.
• Stay informed of industry trends, market developments, and evolving regulatory requirements.

Leadership & Operational Support

• Provide guidance and support to department and division team members.
• Assist in the development, implementation, and enhancement of Wealth Management policies, procedures, and best practices.
• Contribute to the ongoing improvement of products, services, operational processes, and client experience initiatives.
• Support strategic initiatives that promote operational efficiency and business growth.

Professional Development

• Pursue ongoing professional and industry education to expand investment knowledge and expertise.
• Maintain current knowledge of financial markets, fiduciary practices, banking regulations, and organizational policies.
• Participate in relevant professional development programs, certifications, and continuing education opportunities.

Qualifications

Education Bachelor's degree in Finance, Economics, Business Administration, or a related field required. Advanced degree (MBA, Master's in Finance, Economics, Mathematics, or related discipline) preferred. Experience Minimum of four (4) years of fiduciary investment management experience required. Advanced academic credentials or professional designations such as CFA®, CIMA®, CFP®, or similar may be considered toward experience requirements. Demonstrated experience managing investment portfolios and building client relationships. Knowledge of fiduciary regulations, investment markets, and wealth management practices.

Skills & Competencies

• Strong investment and portfolio management expertise.
• Excellent client relationship and business development skills.
• Effective verbal and written communication abilities.
• Strong analytical, critical thinking, and decision-making skills.
• Detail-oriented with exceptional organizational abilities.
• Ability to manage multiple priorities in a fast-paced environment.
• Demonstrated professionalism, integrity, and sound judgment.
• Commitment to delivering outstanding client service.
• Ability to travel occasionally for client meetings, business development activities, or professional events as needed.

Preferred Qualifications

• CFA®, CIMA®, CFP®, or other relevant investment management designation.
• Experience working within a trust, private banking, or wealth management environment.
• Proven track record of successful client acquisition and relationship growth.

Compensation

Compensation is unique to each candidate and relative to the skills and experience they bring to the position. The salary range for this position is typically $64,000-102,500K annually. This does not guarantee a specific salary as compensation is based upon multiple factors such as education, experience, certifications, and other requirements, and may fall outside of the above-stated range.

Equal Opportunity Employer – Disability and Veteran