Banking and Finance Professional

1 week ago


Kahului, Hawaii, United States Bank of Hawaii Full time
About the Role

This Client Portfolio Development Specialist position at Bank of Hawaii requires a highly skilled individual to manage complex relationships with high net worth clients. The ideal candidate will have expertise in financial analysis, relationship management, and product knowledge.

Responsibilities
  • Develop and implement comprehensive relationship management strategies to meet client needs and increase portfolio growth.
  • Conduct regular portfolio reviews and provide recommendations for improvement, ensuring compliance with regulatory requirements.
  • Collaborate with internal partners to generate referrals and leads, driving new business and expanding existing relationships.
  • Maintain accurate records of client interactions, loan documentation, and portfolio performance, adhering to Bank policies and procedures.
Requirements
  • Bachelor's degree in a related field or equivalent work experience.
  • 3-6 years of commercial lending/private banking experience and client portfolio management experience.
  • Demonstrated proficiency in Microsoft applications (Outlook, Word, Excel, PowerPoint) and Bank software systems.
  • Excellent communication, analytical, and problem-solving skills.
Compensation and Benefits

The estimated salary for this role is $80,000-$105,000 per annum, depending on qualifications and experience. Additional benefits include medical, dental, and vision insurance, retirement savings plans, and paid time off.



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