Trust Investment Advisor | Client-Focused Strategist

Stock Yards Bank & Trust; Louisville (KY); Sur place; USD 85 000 - 110 000; Plein temps

Résumé du poste

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.

Responsabilités

• 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

Connaissances

Client interaction

Business development

Professional demeanor

Excellent communication

Formation

BS/BA in business finance

Description du poste

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.