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Portfolio Trust Specialist

2 months ago

Lexington, Kentucky, United States Stock Yards Bank & Trust Full time

As an Investment Trust Consultant, you will be responsible for managing the investment objectives and requirements of designated trust accounts. Stock Yards Bank & Trust provides a professional atmosphere conducive to developing your expertise and advancing your career in the financial sector.

Key Responsibilities:

  • Engage in the strategic allocation of client portfolios
  • Assess alternative investment opportunities
  • Oversee assigned accounts, ensuring regular monitoring and evaluation of investments
  • Contribute to the Trust Investment Committee
  • Assist in the selection of securities
  • Provide clients with updates on investment performance
  • Conduct outreach for new business development
  • Enhance relationships with existing clients
Qualifications:
  • Bachelor's degree in finance, business, or a related discipline
  • At least 3 years of experience in investment management
  • Strong interpersonal skills for client engagement
  • Proven ability in business development
  • Professional demeanor and appearance
  • Exceptional communication abilities
  • Familiarity with equity and fixed income markets
  • CFP or CFA certification is preferred
Benefits Offered:
  • 401(k) plan with a company match of up to 6%
  • Employee Stock Ownership Plan (ESOP)
  • Comprehensive medical, dental, and vision insurance options
  • Flexible Spending Accounts and Health Savings Accounts
  • Life insurance, disability coverage, and assistance programs
  • Employee Stock Purchase Plan
Physical Demands:

This position primarily involves sitting, with some walking and standing required. The work environment is indoors during standard business hours with moderate noise levels.

Equal Opportunity Employer
Confidentiality regarding compensation information is advised
41 CFR c)