Job Description

ALOHA!

ABOUT US

We are an international wealth management organization that’s focused on helping financial advisors love the work they do by helping them guide their individual and business clients wherever in the world their lives may lead. We’re all about identifying, connecting and collaborating with advisors practicing at the highest levels of banking, insurance, investment, tax, and the law, and we’re committed to helping underserved, poorly served and unserved communities in the United States, Asia, and other parts of the globe.

We’re looking for individuals who are passionate about what they do, committed to their craft, and possess an entrepreneurial spirit to join our Ohana (which means “family” in Hawaiian). We employ people who put Aloha – love and care – into everything they do, and display Pono – the highest level of integrity – in their lives every day.

DO YOU…

• want to work for a visionary leader recognized in the financial services industry?

• want to be a part of a team that rallies around strong vision and missions to transform the way financial services are delivered around the globe?

• want to live out a set of core values and guiding principles that inform your work and relationships with those you work with?

• want to be a part of a growing, flourishing organization?

• want to work in a fast-paced, challenging, and lively environment?

If you want to do well by doing good and your answer to the above questions is a resounding “Yes, I do!”, we invite you to come and join our family, our TPBC Ohana.

PRIMARY ROLE AND RESPONSIBILITIES

• Identify new business opportunities and partnerships
• Create Business Integration Proposals and Joint Marketing Proposals for potential partners and collaborators
• Engage and maintain current partner relationships
• Lead in business development for our partners to help them grow their business

QUALIFICATIONS

• Bachelor’s degree or equivalent experience
• Experience in financial services industry preferred (banking, insurance, investment, tax, and law)
• Ability to work independently and with others; with minimal supervision
• Strong communication and interpersonal skills
• Proven success of business development and production
• Focused and goal-oriented
• Possess an upbeat, positive, and proactive attitude
• Entrepreneurial Mindset
• Speaks fluent Japanese and English
• Willingness to Travel

Company Description

We are an international wealth management organization that helps financial advisors guide their individual and business clients as they navigate between Asia and the United States. We're doing it by identifying, connecting, and collaborating with those practicing at the highest levels in banking, insurance, investment, tax, and the law. Providing for this takes a congregation from many financial perspectives, and we're seeking those who aspire to be of the best, to work with the best, and to share their very best for whatever part of the world it is needed. For those of you who wish to meet this changing financial world, we welcome you to our Ohana!