Investment Services Specialist

4 weeks ago


Honolulu, Hawaii, United States Hsfcu Online Full time
Position Summary

We are seeking a highly motivated and experienced Investment Services Professional to join our team at Hsfcu Online. As a key member of our team, you will be responsible for managing existing client relationships, providing expert advice, and helping clients achieve their financial goals.

Key Responsibilities
  1. Develop and implement investment strategies to help clients achieve their financial objectives.
  2. Build and maintain strong relationships with clients, providing exceptional service and support.
  3. Collaborate with technical specialists to develop product, investment, and planning recommendations.
  4. Stay up-to-date with industry trends and developments, ensuring that clients receive the best possible advice.
  5. Meet or exceed sales targets, consistently adding to the firm's assets under management and revenue.
Qualifications and Experience
  1. Minimum of two years' experience in the financial services industry.
  2. Strong ethics and a desire to help clients and provide them with extraordinary service.
  3. Ability to prioritize and manage multiple projects, recognizing and providing solutions to problems.
  4. Strong interpersonal and time management skills.


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