Trust Investment Advisor

Stock Yards Bank & Trust; Louisville (KY); On-site; USD 85,000 - 110,000; Full time

Job summary

Stock Yards Bank & Trust in Louisville, KY seeks a Trust Investment Advisor to direct investment needs of trust accounts and guide portfolios within the bank's fiduciary framework.

The role involves asset allocation, evaluating investments, and reporting results to clients, with participation in the Trust Investment Committee. Strong client relations and compliance mindset are essential. Requires BS/BA in business finance, 3+ years in investments, CFP/CFA preferred. Office-based with some travel.

Qualifications

• BS/BA in business finance or related field.
• Minimum 3 years experience in investments.
• CFP or CFA designation preferred.

Responsibilities

• Participate in asset allocation of assigned portfolios
• Evaluate and select investments
• Manage investment accounts and monitor performance
• Serve on the Trust Investment Committee
• Generate new business with existing clients

Skills

Client interaction

Business development

Professional demeanor

Excellent communication

Education

BS/BA in business finance

Job description

Job Title: Trust Investment Advisor

FLSA Status: Exempt

Department: Trust

Hours of Operation: Monday – Friday, 8:00am – 5:00pm

General Job Summary:

Direct the investment needs and goals of assigned investment management and trust accounts.

Organizational Duties and Responsibilities:

• Supports the mission, vision and philosophy of the Bank. Complies willingly with all organizational policies and procedures.
• Supports all functions that maintain compliance with regulatory agencies.

Essential Duties and Responsibilities:

• Participate in asset allocation of assigned customer portfolios
• Evaluate alternative investments
• Responsible for investment management of assigned accounts, monitoring and review
• Member of the Trust Investment Committee
• Participate in security selection process
• Communicate investment results to clients
• Responsible for new business development calls
• Develop new and additional business among existing trust clients

Working Conditions: Springdale – office setting with some travel to off-site locations required

Minimum Job Requirements:

Education: BS/BA in business finance or related field

Experience: Minimum 3 years experience in investments

Specific Skills:

• Proven ability to successfully interact with clients
• Proven business development skills
• Professional appearance and demeanor
• Excellent communication skills

Specialized:

• Broad knowledge of the equity and fixed income markets
• CFP or CFA designation preferred

Supervisory Responsibility: May be responsible for supervising Administrative Assistant

Physical requirements:

The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Primarily sedentary work performed in an office environment
• Ability to sit for extended periods of time while working at a computer
• Frequent use of hands and fingers to operate a computer, keyboard, mouse, and other office equipment
• Ability to speak clearly and hear well enough to communicate with clients, team members, and vendors via phone, video, and in person
• Visual acuity sufficient to read computer screens, printed documents, and financial data
• Occasional standing, walking, bending, or reaching
• Ability to lift and carry up to 10–15 pounds occasionally (e.g., files, office supplies)