Client Relationship Manager

2 weeks ago

Honolulu, Hawaii, United States First Hawaiian Bank Full time
Join Our Team at First Hawaiian Bank

Become a part of the First Hawaiian Bank family, where our values thrive with intention. We emphasize the 3 C's - Caring, Character, and Collaboration - fostering a workplace that is both rewarding and deeply satisfying. For 14 consecutive years, we have been recognized as one of the 'Best Places to Work in Hawaii', reflecting our enduring commitment to our employees and the communities we serve for over 165 years.

Your Career Journey

Step into a role that promises stability, excitement, and opportunities for advancement. Experience the energy of a dynamic work environment combined with a thorough training program. Enjoy the benefits of a competitive salary and comprehensive benefits package. If you are seeking a career that empowers you to excel, your journey begins here.

Position Overview

First Hawaiian Bank is currently looking for a meticulous, engaging, and customer-oriented Wealth Management Specialist to join our Private Banking Division. In this capacity, you will be tasked with delivering exceptional service to Private Banking clients while proactively addressing their financial needs through the provision of banking services. You will act as a financial advisor dedicated to nurturing long-term relationships and customizing financial solutions to align with client goals and objectives, leveraging partnerships with the Wealth Management Group and other banking sectors. It is essential to project a professional demeanor and competence as a representative of Private Banking.

Work Schedule

Monday-Friday 8:00am - 5:00pm (Hours may vary)

Compensation

The annual salary range for this position is $64,168-$140,000/year, plus incentives and bonuses, commensurate with experience.

Qualifications
  • Completion of required wealth planning training within 6 months of joining the Private Banking Division and obtaining a minimum of two licenses and/or certifications related to wealth management by the end of the second calendar year.
  • Basic Residential Certification and MLO registration within 6 months from hire or equivalent work experience required.
  • A minimum of 5 years of experience in the banking or finance industry is required.
  • A post-baccalaureate degree is preferred.
  • Experience in wealth management, including financial and estate planning, insurance, and investment products is preferred.
  • Commercial and/or consumer lending skills with the ability to negotiate, structure, price, document, and close transactions of small to moderate complexity with minimal guidance are preferred.
  • Excellent interpersonal, verbal, and written communication skills, with strong proficiency in Word, Excel, Outlook, RMS, and Branch Automation or equivalent.
  • Ability to handle confidential matters with discretion.
  • Strong organizational skills and the ability to multitask.
  • Effective time management skills and ability to meet all required deadlines.
  • Highly self-motivated and goal-oriented with sales skills to support business development objectives.
  • Willingness to learn basic financial, retirement, and estate planning techniques and solutions.
  • Compliance with SAFE Act requirements by completing registration in the National Mortgage Licensing System (NMLS) within 180 days of transfer into the role.
  • Meeting Consumer Financial Protection Bureau Loan Originator requirements.
Are you interested in learning more about us? We invite you to explore our company culture and values. If this position aligns with your career aspirations, we encourage you to apply to share your story with us.

At First Hawaiian Bank, it all starts with YES.

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