BancWest Investment Services
2.5 out of 5 stars.
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BancWest Investment Services Employee Reviews

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3.0Work-Life Balance

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BancWest Investment Services insights

Based on 4 survey responses
What people like
  • Overall satisfaction
  • Ability to meet personal goals
  • Time and location flexibility
Areas for improvement
  • General feeling of work happiness
  • Supportive environment
  • Trust in colleagues
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It is decent pay for the job. It is highly stressful as the companies policies, procedures, and systems are outdated. The clients can also be very stressful.
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Good company for financial services

The wealth management group is one of the better divisions in the company. The management offers the right amount of oversight. Micromanagement is not an issue, and you have flexibility to do your job.


Great Management


Poor systems and operations
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turn over in management

The company experienced high turn over in representatives and management. Working with the branch locations you got the feeling that you were not the first and that you would not be the last.
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high turnover

High turnover, Poor management, They don't listen to employees. A bank should not get into the brokerage business. If you want to be promised the world and delivered nothing this is the perfect job.
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Out of touch management

Bonus plan is not achieved by anyone Leadership is out of touch Promises about book of business are not kept The customer base is older and generally very sweet The foot traffic is super low and so relying on referrals is a joke


Nice customers and bankers


out of touch leadership
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Troubled bank broker/dealer

Financial advising has become an increasingly difficult career since the financial crisis. Increased regulation, decreased fed fund rates (squeezing margins), and consumer perception have all made the advising industry increasingly difficult to perform well in. Bancwest investments has steadily decreased compensation while raising performance goals. The last I recall, too much performance emphasis has been placed on selling insurance products (due to their high commission payout) as well as proprietary fiduciary investment advisory accounts (due to more fee retention than placing client assets with a partner fund manager). Additionally the compliance department has taken a very conservative position with their interpretation of regulations resulting in a hefty amount of paperwork for the clients to sign. Compliance officers often are overreaching and at times have essentially became the "financial advisor" by instructing the client's actual financial advisor(s) on how asset allocation with be presented. This is not just my opinion, the advisor turnover rate is high. Oh, and the software is very inefficient. Bancwest Investments needs to invest in a technology overhaul.


Flexible schedule


Management culture, compliance department, technology
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Program changed in last couple of years. Not in favor of advisors.

Tried to fixed something that wasn't broken. Hard to make money as an advisor.
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Very flexible with scheduling

As with most businesses, communication can be an issue. Overall, BancWest is a good company that is looking to create a niche in a very competitive market place for investment services.


Flexibility - allowed to work from home


Salary constraints in position changes
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Large Bank program, goal oriented.

Too focused on profits, not enough on the customer and their financial needs. Spreads the FA's too thinly, too much travel.


Working with customers to achieve their financial goals


Too much travel, not focused enough on the customer.
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Set up individual or group classes for new hires and refresher courses for established financial advisors on all investment products and computer systems.
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Overall rating


Based on 11 reviews

Ratings by category

3.0Work/Life Balance
2.4Job Security/Advancement
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