Wealth Management Analyst

Bank of Hawaii; Honolulu (HI); On-site; USD 60,000 - 80,000; Full time

Job summary

Bank of Hawaii in Honolulu is seeking an entry-level Wealth Management associate in a structured development program. The role builds foundational knowledge across Wealth Strategy and Planning, Credit, Trust and Estate Administration, Relationship Management, and Investments.

You will support business initiatives, client servicing, operations, and analysis while developing technical expertise, business judgment, and professional growth for future opportunities within Wealth Management.

Qualifications

• Bachelor’s degree in finance, accounting, economics, business administration, or a related field. Equivalent work experience or certification(s) may be considered in lieu of degree.
• Minimum 2 years or less of experience in wealth management, banking, financial services, investments, or a related field.
• Proficient with Microsoft Office applications.
• Basic knowledge and skill proficiency in accuracy & efficiency, agility, analytical thinking, cross-functional collaboration, customer experience, laws & regulations, problem solving, results driven, and technology literacy.
• Demonstrated interest in wealth management, financial services, banking, or investments, with strong communication, organization, adaptability, and learning agility. Ability to manage multiple priorities, maintain attention to detail, exercise sound judgment, and work effectively with others while demonstrating professionalism, initiative, and a commitment to continuous development

Responsibilities

• Participates in a structured development program to build foundational knowledge across Wealth Strategy and Planning, Credit, Trust and Estate Administration, Relationship Management, and Investments.
• Supports business initiatives, client servicing activities, operational processes, and analytical assignments while developing technical expertise, business acumen, and professional judgment.
• Develops the skills needed for future growth within Wealth Management through mentorship and cross-functional exposure.
• Contributes to comprehensive wealth management solutions by applying training and progressive responsibility.

Skills

MS Office

Communication skills

Organization

Analytical thinking

Learning agility

Cross-functional collaboration

Customer experience

Adaptability

Attention to detail

Education

Bachelor’s degree in finance or related field

Equivalent work experience

Tools

Microsoft Office

Job description

As an Individual Contributor, this role participates in a structured development program designed to build foundational knowledge and experience across Wealth Strategy and Planning, Credit, Trust and Estate Administration, Relationship Management, and Investments. The role supports business initiatives, client servicing activities, operational processes, and analytical assignments while developing the technical expertise, business acumen, and professional judgment necessary to contribute to comprehensive wealth management solutions. Through training, mentorship, and cross-functional exposure, this role builds the skills needed for future growth within Wealth Management.

• Bachelor’s degree in finance, accounting, economics, business administration, or a related field. Equivalent work experience or certification(s) may be considered in lieu of degree.
• Minimum 2 years or less of experience in wealth management, banking, financial services, investments, or a related field.
• Proficient with Microsoft Office applications.
• Basic knowledge and skill proficiency in accuracy & efficiency, agility, analytical thinking, cross-functional collaboration, customer experience, laws & regulations, problem solving, results driven, and technology literacy.
• Demonstrated interest in wealth management, financial services, banking, or investments, with strong communication, organization, adaptability, and learning agility. Ability to manage multiple priorities, maintain attention to detail, exercise sound judgment, and work effectively with others while demonstrating professionalism, initiative, and a commitment to continuous development

As a Bank of Hawaii employee, you ensure (or assist with ensuring) compliance with applicable laws, regulations, regulatory requirements and Bank policies and procedures, including but not limited to those related to Fair Banking, Anti-Money Laundering laws and regulations, Bank Secrecy Act and USA PATRIOT Act.

Delivering exceptional customer experiences is at the heart of what we do at Bank of Hawaii. We listen, understand and deliver what our customers need to help them build a better tomorrow.

We are an EEO/AA employer, including disability and veterans. For Bank of Hawaii's full EEO statement, please visit https://www.boh.com/careers.