Investment Portfolio Strategist

3 weeks ago


Freeport, Illinois, United States UNION Savings BANK Full time
Trust Portfolio Advisor

At UNION Savings BANK, we're seeking a skilled Trust Portfolio Advisor to develop and implement investment strategies for personal trust and investment management accounts.

Key Responsibilities:
  • Collaborate with trust officers to analyze client needs and create tailored investment plans
  • Construct and manage portfolios aligned with client objectives, ensuring compliance with governing documents and fiduciary standards
  • Communicate with clients and trust officers regarding account performance, changes, and market updates
  • Manage a portfolio of approximately $130 million in assets, including asset allocation, portfolio rebalancing, and investment research
  • Partner with trust officers to enhance the client experience and identify new business opportunities
  • Stay up-to-date with industry trends, developments, and regulatory requirements
Requirements:
  • 4-8 years of experience in investment management or a related field
  • Bachelor's degree in Finance, Business, or a related field
  • CFP or CFA designation (or willingness to obtain)
  • Series 7 Broker license (or willingness to obtain)
  • Strong understanding of investment principles, portfolio management strategies, and industry regulations
  • Excellent communication, interpersonal, and client service skills
  • Ability to work in a team environment and collaborate with trust officers and other professionals
  • Proficiency in Microsoft Office, investment software, and other relevant tools
We Offer:
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment
  • Competitive compensation and benefits package


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