SVP Trust Investment Officer

2 days ago

Clearwater, United States Bank OZK Full time

Job Purpose & Scope:

Manages client portfolios including asset management, research, and analysis for all investment products including but not limited to individual securities, mutual funds, ETFs, REITS, Alternative Investments, UITs, and Variable annuities.

Essential Job Functions:

  1. Responsible for the daily management and administration of client investment portfolios in accordance with departmental policies and procedures.

  2. Understands and effectively communicates current positioning of all Bank strategies, recent changes in key holdings or sectors, and investment results relative to benchmarks.

  3. Communicates with clients and internal partners regarding various investment policies, procedures, and compliance issues.

  4. Analyzes portfolios including positioning and performance results.

  5. Generates and reviews trades accurately and timely.

  6. Monitors accounts for any client account investment guidelines violations, updates, and changes.

  7. Conducts and facilitates client meetings or client portfolio review calls.

  8. Prepares presentations, communication and reporting for clients and prospects.

  9. Participates in perspective client meetings with Wealth Advisors.

  10. Builds relationships with internal partners to raise internal awareness of department and generate referrals.

  11. Participates and initiates business development activities to expand client base.

  12. Regularly exercises discretion and judgment in the performance of essential job functions.

  13. Maintains good punctuality and attendance to work.

  14. Follows Bank policy, procedures, and guidelines.
Knowledge, Skills & Abilities:

  1. Knowledge of standard investment products, services, terminology, and management concepts.

  2. Ability to communicate effectively both verbally and in writing.

  3. Ability to work without close supervision.

  4. Ability to manage multiple tasks with exacting deadlines in a fast-paced environment.

  5. Ability to demonstrate excellent and effective customer service skills.

  6. Ability to maintain confidentiality.

  7. Ability to demonstrate effective organization, critical thinking, analytical, and problem-solving skills.

  8. Ability to work effectively and demonstrate flexibility in a continually changing environment.

  9. Ability to demonstrate attention to detail.

  10. Ability to produce accurate, thorough, and timely work.

  11. Ability to travel on company business.

  12. Advanced Skill in using computer and Microsoft Office products, including Word, PowerPoint, and Excel.

Basic Qualifications:

  1. Bachelors degree in business, accounting, finance, economics, or commensurate work experience, required.

  2. 7+ years of work experience in a trust/wealth management function or other job-related experience, required.

  3. CFA designation or progress towards receiving a CFA Designation, preferred.

Job Expectations:

Job Expectations:Operate customary equipment and technology used in a business environment, with or without accommodation.

Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time.

#DNP

EEO Statement:

Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.

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