Investment Portfolio Strategist & Client Relations

Central Pacific Bank (HI); Honolulu (HI); On-site; USD 64,000 - 103,000; Full time

Job summary

Central Pacific Bank (HI) is seeking an Investment Officer to manage discretionary agency and fiduciary portfolios, while strengthening client relationships and promoting investment services to prospects and referral sources.

The role supports development, implementation and oversight of bank initiatives that enhance customer satisfaction and ensure compliance with regulatory standards. Multiple levels may be considered based on experience.

Qualifications

• Bachelor's Degree from a 4-year university, preferably in Finance, Economics, or related field.
• 4+ years of experience in fiduciary investment management.
• Advanced degree (Masters in Finance/Economics/Math) or CFA/CIMA can substitute for one year of experience (Investment Officer II).

Responsibilities

• Manage client investment portfolios with discretionary authority and execute securities transactions per guidelines.
• Market investment management services to prospects and referral sources.
• Interface with internal audit/regulators to meet regulatory and audit requirements.
• Assist with development, implementation and adherence to Wealth Management Group policies, procedures and programs.
• Stay updated on industry developments and regulatory requirements.

Skills

Fiduciary investment management

Client relationship management

Regulatory compliance

Education

Bachelor's Degree in Finance/Economics or related field

Job description

Central Pacific Bank (HI) is seeking an Investment Officer to manage discretionary agency and fiduciary portfolios, while strengthening client relationships and promoting investment services to prospects and referral sources.

The role supports development, implementation and oversight of bank initiatives that enhance customer satisfaction and ensure compliance with regulatory standards. Multiple levels may be considered based on experience.