Top Investment Executive plans, leads, and oversees all aspects of an organization's investment programs. Monitors the research, analysis, and evaluation of investment vehicles and makes decisions and selections in alignment with the organization's goals and risk tolerance. Being an Top Investment Executive oversees an organization's investment activity to ensure compliance with regulatory standards and requirements. Develops, articulates, and communicates the overall investment strategy, vision, and objectives of the organization to achieve long-term growth and profitability. Additionally, Top Investment Executive provides strategic leadership, direction, and guidance to align investment strategies with business goals and market outlook. Oversees and manages the investment portfolio, asset allocation, and diversification strategies to optimize returns, manage risks, and achieve investment objectives. Monitors, evaluates, and adjusts investment strategies and asset mix to respond to market conditions, economic trends, and investment opportunities. Routinely reviews investment operation policies and procedures and recommends changes to increase efficiency or compliance. May require a master's degree. Typically reports to Chief Executive Officer (CEO). The Top Investment Executive manages a business unit, division, or corporate function with major organizational impact. Establishes overall direction and strategic initiatives for the given major function or line of business. Has acquired the business acumen and leadership experience to become a top function or division head. (Copyright 2024 Salary.com)
Provide professional investment and life insurance advice including comprehensive financial planning to existing book of clients. Cultivate client referrals from existing clients and external centers of influence. May be asked to partner with wealth management, commercial and small business markets; developing new business relationships in those markets; and enhancing the Central Pacific's employees' overall knowledge of these products in accordance with the bank's strategic business plans.
Performs all duties and interacts with internal and external customers in a manner that is expressly aligned with the Company's Core Values of approaching all actions with a “Voyaging Spirit” and being “Positively Ohana”. Exhibits core competencies that result in consistent delivery of positive Customer Interactions, Empowerment and Ownership and demonstrates key professional and performance skills such as Active Listening, effective Oral and Written Communication, Action and Solution Oriented and Thoroughness.
Primary Accountabilities:
Financial Results and Efficiencies
Risk Management/Compliance
Relationship Banking
Team Focused Leadership
Personal/Professional Development
Minimum Qualifications:
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Experience:
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