5 hours
2017-12-172018-01-16

Personal Trust Relationship Manager

Bank of Hawaii
Oahu, HI
  • Job Code
    146885

Personal Trust Relationship Manager-1700866
Description

Bank of Hawaii

In 1897, Bank of Hawaii was the first chartered and incorporated bank in the Republic of Hawaii. We’ve been here from territorial days, growing and changing with Hawaii. Today, we are the largest independent bank in Hawaii – a result of knowing our business and community, and always staying ahead of change. At Bank of Hawaii, we think of ourselves as forward thinking pace setters. We are constantly finding creative ways to deliver leading edge financial products and services to our customers.  Now more than ever, we’re focused on the needs of our customers and providing solutions they need.

 

It’s our sales team who helps us succeed in providing solutions to retail customers, as well as large and small businesses in Hawaii.  As a member of the Bank of Hawaii community, you will be among the very best in your profession in an environment that places a high value on integrity, innovation and teamwork.  People who are agile, savvy, forward-thinking and entrepreneurial can learn and grow with us.

 

Does this sound like you?

Do you enjoy learning?  Do you thrive in an environment that leverages your abilities as a relationship-builder, good listener, and problem-solver?  Are you a self-starter, comfortable with the complexities that come with offering banking solutions?  If you love challenges, relish complexity, and are solutions-oriented, consider applying your unique talents with a Hawaii banking leader – Bank of Hawaii.  You will work with internal partners and external clients to ensure the right products and services are offered at the right time. Welcome to your tomorrow!

 

A day in your life as a Fiduciary Relationship Manager

Under the direction of the Manager of the Personal Trust Department and reporting to a Senior Fiduciary Leader, this position will be responsible for the growth and servicing of the Fiduciary accounts where the bank is acting as trustee, personal representative, conservator, guardian or agent.  Responsible for soliciting, developing, managing and retaining client relationships for Personal Trust.  Applies deep knowledge and skills in the area of trust and estate matters, investment management, wealth transition and financial planning to service high net worth and ultra high net worth clients.  Provides excellent relationship management skills, advice and guidance in the area of fiduciary administration and wealth management.  Provides a high level of customer services to clients, attorneys, CPAs and beneficiaries relating to these accounts.  Oversees the coordination of the relationship to ensure the compliance with legal requirements and business line policies and procedures.  Assists in business unit’s 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.

 

We’ll give you these important responsibilities…

  • Develops close relationships with clients and delivers comprehensive wealth management. Retains clients by providing superior service and value added solutions to develop and grow the fiduciary relationship including successor trustee business.  Develop COIs and meets individual sales goals by identifying sales opportunities, cross-selling & making referrals to bank units as applicable.  Leverages marketing events and planning tools to strengthen client relationships and generate sales.  Leverages contact management system Blue 360 to log and track referrals and sales activity to closure.  Serves as the resource and specialist in advance wealth and estate planning and fiduciary administration within Personal Trust for the Bank’s high net worth clients. 
  • Works closely with assigned officer and Fiduciary Centralized Service Team (CST) to assist with the assigned relationships in administration, termination and distribution of accounts.  Ensures that accounts are handled in accordance with governing document, fiduciary laws and division policies and procedures resulting in no E&Os.  Fulfills client service standards and logs activities and client information through the contact management system Blue 360.
  • Discusses the Bank’s investment process, performance and market trends and develops appropriate investment objectives for assigned relationships based upon the clients’ needs, risk tolerance and document restrictions.  Works effectively with the Fiduciary CST to coordinate requests, issues, tax planning, trust funds, discretionary and terminations effectively. 
  • Pursues enhancement of professional development opportunities through participation in and satisfactory completion of in-house and external courses and training.  Possesses effective verbal and written communication skills.  Passes and maintains all required compliance training.
  • Assists with department and division committees, projects and audit remediation.  Maintains behavior consistent with the BOH Code of Conduct and is a team player.  Performs other job related miscellaneous responsibilities and duties as assigned.

 

 


Qualifications

…if you come to us with these qualifications…

Education: 

  • 4 year College degree from an accredited educational institution. 
  • Post Graduate Degrees (JD, CPA, CTFA, CFP, MBA) highly desirable.

 

Experience: 

  • Minimum 8 years related work experience in areas such as investments, wealth planning and trusts.

 

Technical Skills

  • Demonstrated proficiency with personal computers and Microsoft applications (Outlook, Word, Excel and Power Point) or similar software. 
  • Requires extensive knowledge of Wealth Management which includes: investments, trusts and advance planning. 
  • Ability to interpret legal documents.

 

Other Job Qualifications: 

  • Well developed analytical problem solving skills. 
  • Excellent communication skills to include excellent writing, speaking, interpersonal and presentation skills. 
  • Possess networking and business development skills.

 

All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of any legally protected classification including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status.  Bank of Hawaii takes affirmative action in support of its policy to advance in employment legally recognized individuals including minorities, women, protected veterans and individuals with disabilities.

Job Function Banking Sales/Services
Primary Location Hawaii-Oahu
Schedule Full-time
Job Posting Oct 16, 2017, 11:59:58 AM
Unposting Date Ongoing
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Personal Trust Relationship Manager

Bank of Hawaii
Oahu, HI

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