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Client Portfolio Manager Jobs in Hawaii (NOW HIRING)

Globe Life: Moore Organizations

... and manage your own client portfolio with guidance from experienced mentors ◾Track performance and progress using our internal systems and support tools ◾Represent the values of Service Over ...

Globe Life: Moore Organizations

... own client portfolio with guidance from experienced mentors ◾Track performance and progress using our internal systems and support tools ◾Represent the values of Service Over Sales, putting ...

Globe Life: Moore Organizations

... own client portfolio with guidance from experienced mentors ◾Track performance and progress using our internal systems and support tools ◾Represent the values of Service Over Sales, putting ...

Globe Life: Moore Organizations

... own client portfolio with guidance from experienced mentors ◾Track performance and progress using our internal systems and support tools ◾Represent the values of Service Over Sales, putting ...

Central Pacific Bank

Branch Manager (Oahu)

Honolulu, HI · On-site

$63K - $90K/yr

High-value client portfolio management Customer & Community Relationships * Builds and strengthens relationships with customers and the community. * Executes strategies to grow the branch's presence ...

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All JobsClient Portfolio JobsClient Portfolio Manager JobsClient Portfolio Manager Jobs in Hawaii

Client Portfolio Manager information

See Hawaii salary details

$37.9K

$104.4K

$200.5K

How much do client portfolio manager jobs pay per year?

As of Aug 16, 2026, the average yearly pay for client portfolio manager in Hawaii is $104,438.00, according to ZipRecruiter salary data. Most workers in this role earn between $77,900.00 and $126,200.00 per year, depending on experience, location, and employer.

What is a client portfolio manager?

A Client Portfolio Manager is a financial professional responsible for managing investment portfolios on behalf of clients, which can include individuals, institutions, or organizations. Their main role is to understand clients’ financial goals, develop investment strategies, and make decisions aimed at maximizing returns while managing risk. They often interact directly with clients to explain performance, recommend adjustments, and ensure that portfolios remain aligned with clients' objectives and market changes. In addition to investment management, they may also collaborate with analysts, traders, and other portfolio managers within their firm. Effective communication and strong analytical skills are essential in this role.

What does a client portfolio manager do?

A client portfolio manager oversees investment portfolios for individual or institutional clients. Their primary duties are to consult with customers about what types of investments they are interested in and present them with potential opportunities. A client portfolio manager may also oversee junior portfolio managers. Career qualifications include a bachelor’s in finance or economics, experience in the financial industry, and communication skills. People in this position often find employment at investment firms.

What are the key skills and qualifications needed to thrive as a client portfolio manager, and why are they important?

To thrive as a Client Portfolio Manager, you need strong analytical abilities, in-depth knowledge of financial markets, and a relevant degree such as finance, economics, or business. Familiarity with portfolio management software, financial modeling tools, and certifications like CFA are commonly required. Excellent client communication, relationship-building, and problem-solving skills help you deliver tailored investment strategies and build trust. These competencies are crucial for effectively managing client assets, achieving investment objectives, and fostering long-term client satisfaction.

How does a client portfolio manager typically collaborate with other departments to deliver optimal results for clients?

Client Portfolio Managers work closely with teams across investment research, sales, compliance, and client services to ensure client portfolios are aligned with both market conditions and client objectives. They regularly communicate with analysts to stay informed about market trends, coordinate with compliance to adhere to regulations, and partner with client service teams to address client inquiries and provide updates. This collaborative approach helps them deliver tailored investment strategies and maintain strong client relationships, making teamwork a core aspect of the role.
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What job categories do people searching Client Portfolio Manager jobs in Hawaii look for?

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Client Portfolio Manager jobs near you
Infographic showing various Client Portfolio Manager job openings in Hawaii as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $104,438 per year, or $50.2 per hour.

Client Success Manager

Globe Life: Moore Organizations

Waipahu, HI • On-site

Full-time

Posted 5 days ago

Job description

◾Educate union and credit union members on the value of life insurance and basic financial literacy

◾Conduct virtual client meetings using warm, pre-qualified leads (no cold calling)

◾Provide tailored coverage recommendations that meet each family's needs

◾Build and manage your own client portfolio with guidance from experienced mentors

◾Track performance and progress using our internal systems and support tools

◾Represent the values of Service Over Sales, putting clients’ well-being first

◾Participate in incentive programs, team competitions, and leadership summits

◾At least 18 years old and legally authorized to work in the U.S.

◾Able to pass a background check

◾Tech-savvy and comfortable using Zoom and digital tools

◾Motivated to learn, grow, and help others

◾Strong communicator with an interest in finance, education, or social impact

◾Experience in leadership, customer service, or peer mentoring is a plus

Apply