Wealth Investment Manager

Bishop & Co.

Honolulu (HI)

On-site

USD 64,000 - 103,000

Full time

6 days ago

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Job summary

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

Qualifications

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.

Responsibilities

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.