Investment Trust Consultant
1 week ago
Stock Yards Bank is in search of a dedicated Trust Investment Advisor. In this role, you will oversee the investment strategies and objectives of designated investment management and trust accounts. This position necessitates a solid background in investments coupled with exceptional business development capabilities. Stock Yards Bank is dedicated to fostering a professional atmosphere that promotes your career advancement within the banking sector. Our achievements are closely linked to the accomplishments of our team members.
Key Responsibilities:- Engage in the asset allocation process for assigned client portfolios
- Assess alternative investment opportunities
- Oversee the management of assigned accounts, ensuring regular monitoring and evaluation
- Contribute to the Trust Investment Committee
- Participate in the security selection process
- Effectively communicate investment performance to clients
- Conduct outreach for new business development
- Enhance business relationships with existing trust clients
- Bachelor's degree in business finance or a related discipline
- A minimum of 3 years of experience in the investment field
- Proven ability to interact effectively with clients
- Strong skills in business development
- Professional demeanor and appearance
- Excellent verbal and written communication skills
- In-depth knowledge of equity and fixed income markets
- Preference for candidates with CFP or CFA certification
- 401(k) plan with company matching up to 6%
- Employee Stock Ownership Plan (ESOP) matching
- Comprehensive medical, dental, and vision coverage
- A variety of additional insurance options
- Flexible Spending Accounts and Health Savings Accounts
- Life, AD&D, Short-Term, and Long-Term Disability insurance
- Employee Stock Purchase Plan and Employee Assistance Program
This role primarily involves sitting with limited walking or standing. The work hours are standard and conducted indoors with moderate noise levels. Reasonable accommodations are available for individuals with disabilities.
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Investment Trust Consultant
2 weeks ago
Louisville, Kentucky, United States Stock Yards Bank and Trust Full timeJob OverviewStock Yards Bank and Trust is in search of a dedicated Trust Investment Advisor. In this pivotal role, you will oversee the investment strategies and objectives of designated investment management and trust accounts. This position necessitates a solid background in investments coupled with exceptional business development capabilities. Stock...
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Investment Trust Consultant
1 week ago
Louisville, Kentucky, United States Stock Yards Bank and Trust Full timeJob OverviewStock Yards Bank is in search of a dedicated Trust Investment Advisor. In this role, you will oversee the investment strategies and objectives of designated investment management and trust accounts. This position demands a solid background in investments coupled with exceptional business development capabilities. Stock Yards Bank is devoted to...
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