Trust Investment Officer

The Bank of Tampa; Tampa (FL); Sur place; USD 100 000 - 150 000; Plein temps

Avantages offerts par ce poste

Health, dental, vision insurance

401k retirement plan with matching

Employee Stock Ownership Plan

Paid parental leave

Tuition Assistance

Résumé du poste

The Trust Investment Officer at a leading bank in Tampa is responsible for developing and managing investment strategies for trust accounts. This role demands exceptional client service, analytical ability, and a deep understanding of fiduciary principles, helping clients achieve their financial objectives while ensuring compliance with regulations. Ideal candidates possess a strong educational background, along with pertinent experience in investment management and client relationship building.

Qualifications

• Bachelor’s degree required; Master’s or professional certifications preferred.
• 5+ years in investment management or a related financial services role.
• Strong knowledge of fiduciary principles and compliance regulations.

Responsabilités

• Manage and oversee investment portfolios within trust accounts.
• Analyze and implement investment strategies aligned with client goals.
• Act as a primary client contact for investment strategies and performance.

Connaissances

Knowledge of financial markets

Investment strategies

Fiduciary principles

Analytical skills

Problem-solving abilities

Communication skills

Interpersonal skills

Client-centric approach

Attention to detail

Strategic thinking

Formation

Bachelor’s degree in Finance, Economics, Business Administration

Master’s degree or professional certifications preferred

Outils

Portfolio management software

Trust accounting software

Financial modeling tools

Description du poste

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The Trust Investment Officer is responsible for managing and overseeing investment portfolios within the framework of trust and fiduciary accounts. This role involves developing, implementing and monitoring investment strategies that align with client goals, risk tolerance, and legal requirements. The officer serves as a trusted advisor, ensuring the preservation and growth of assets while maintaining compliance with regulatory standards and organizational policies.

Primary Duties and Responsibilities

• Consistently deliver outstanding client service with a friendly, can-do attitude, and willingness to help at all times.
• Act as a cultural ambassador to internal and external clients, providing a professional, exceptional, and supportive experience with each interaction.
• Analyze, design, and implement investment strategies for trust accounts, ensuring alignment with the client’s objectives and fiduciary standards.
• Monitor and adjust portfolios to maintain proper asset allocation and risk management.
• Conduct ongoing performance and regulatory reviews.
• Prepare detailed investment reports for client meetings.
• Execute necessary trades for accounts.
• Client Relationship Management:
• Act as the primary point of contact for clients, beneficiaries, and decision-makers regarding investment strategies and account performance.
• Provide financial advice and portfolio recommendations tailored to individual trust goals and objectives.
• Build and maintain strong, long-term relationships with clients.
• Research and Analysis:
• Conduct thorough research on market trends, investment opportunities, and economic conditions to inform decision-making.
• Evaluate the performance of various investment instruments, including equities, fixed income, alternative investments, and mutual funds.
• Compliance and Risk Management:
• Ensure all investment decisions comply with fiduciary regulations, trust agreements, and internal policies.
• Assess and manage risks associated with investment decisions and trust portfolios.
• Maintain accurate and detailed documentation of all investment activities.
• Collaboration and Leadership:
• Collaborate with legal, tax, and estate planning professionals to ensure comprehensive trust account management.
• Lead discussions with internal investment committees and provide recommendations based on sound analysis.
• Train and mentor trust personnel on investment principles and fiduciary standards.

This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned.

Minimum Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration, or related field.
• Minimum of 5 years in investment management, trust administration, or a related financial services role.
• Skills:
• Strong knowledge of financial markets, investment strategies, and fiduciary principles.
• Excellent analytical, decision-making, and problem-solving abilities.
• Exceptional communication and interpersonal skills for client and team interactions.
• Proficiency in portfolio management software, trust accounting software and financial modeling tools.
• Regulatory Knowledge: Familiarity with trust laws, regulations, and tax implications.
• Client-centric approach with a strong focus on fiduciary responsibility.
• Detail-oriented with the ability to manage multiple trust accounts simultaneously.
• Adaptability to market changes and evolving client needs.
• Strategic thinker with a focus on long-term investment goals.

Preferred Qualifications

• Master’s degree or professional certifications (e.g. CFP or CTFA) preferred.

Our Way

Preserve and enhance our culture in which the values of honesty, integrity, confidentiality, trust and respect are the underlying principles by which we work

Make a meaningful difference in our community through our service and financial support

Maintain a safe and sound institution that operates in conformity with the spirit as well as the letter of all applicable laws, rules and regulations, and to maintain open and forthright communication with our regulators

You will have the opportunity to participate, subject to the terms and conditions of the respective plans, in a comprehensive package of benefits. As a highlight:

• Eligibility for health, dental, vision, life and disability insurance coverages
• Retirement Plan - 401k with matching
• ESOP- Employee Stock Ownership Plan
• Time away from work – vacation time, sick time and holidays
• Paid parental leave
• Tuition Assistance

THE BANK OF TAMPA IS AN EQUAL OPPORTUNITY EMPLOYER

A DRUG FREE WORKPLACE

E-VERIFY EMPLOYER

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

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