VP, Trust Investments & Senior Wealth Advisor

Zohorecruit; Granger (IN); On-site; USD 150,000 - 210,000; Full time

Job summary

Zohorecruit in Granger, IN seeks a Vice President – Trust Investment Officer & Senior Wealth Advisor with banking experience to oversee discretionary portfolios and fiduciary services for high-net-worth clients.

The role blends portfolio strategy with fiduciary guidance and client relationship leadership, requiring strong communication and a proven record in investment management, trust investments and regulatory compliance.

Qualifications

• 8+ years of direct experience in investment management, portfolio management, trust investments, or high-net-worth wealth advisory.
• Strong fiduciary and regulatory compliance knowledge.
• Excellent communication and client-facing skills.

Responsibilities

• Portfolio Management & Strategy: Formulate, execute, and monitor customized investment strategies for high-net-worth clients and trust accounts.
• Fiduciary Guidance & Client Relationship Leadership: Lead investment guidance, performance reviews, and education for clients and advisors.
• Research & Policy Compliance: Conduct macroeconomic and fixed-income research ensuring adherence to governance and regulations.
• Business Development & Relationship Expansion: Collaborate with business development to grow regional wealth assets under management.

Education

Bachelor’s degree in Finance, Economics, Business Administration, or related field

Job description

Zohorecruit in Granger, IN seeks a Vice President – Trust Investment Officer & Senior Wealth Advisor with banking experience to oversee discretionary portfolios and fiduciary services for high-net-worth clients.

The role blends portfolio strategy with fiduciary guidance and client relationship leadership, requiring strong communication and a proven record in investment management, trust investments and regulatory compliance.