Investment Trust Consultant

1 week ago


Louisville, Kentucky, United States Stock Yards Bank and Trust Full time
Job Overview

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
Qualifications:
  • 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
Compensation and Benefits:
  • 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
Work Environment:

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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