Trust Investment Advisor
4 days ago
At Stock Yards Bank and Trust, we are seeking a highly skilled Trust Investment Advisor to join our team. As a key member of our investment management team, you will be responsible for directing the investment needs and goals of assigned investment management and trust accounts.
Key Responsibilities:- Participate in asset allocation of assigned customer portfolios
- Evaluate alternative investments to optimize returns
- Monitor and review investment management of assigned accounts
- Collaborate with the Trust Investment Committee to make informed investment decisions
- Communicate investment results to clients and stakeholders
- Develop new business opportunities among existing trust clients
- BS/BA in business finance or related field
- Minimum of 3 years experience in investments
- Proven ability to interact effectively with clients and stakeholders
- Strong business development skills and a professional appearance
- Excellent communication and interpersonal skills
- Broad knowledge of the equity and fixed income markets
- CFP or CFA designation preferred
- 401(k) with a company match of up to 6%
- ESOP employer match
- Comprehensive medical, dental, and vision insurance
- Cancer and disease insurance
- Accident insurance
- Flexible Spending Accounts and Health Savings Accounts
- Bank-paid Life and AD&D insurance
- Voluntary Life and AD&D insurance
- Short-Term and Long-Term Disability insurance
- Employee Stock Purchase Plan and Employee Assistance Program
This is a challenging and rewarding role that requires a strong understanding of investments and a passion for delivering exceptional client service. If you are a motivated and experienced investment professional looking for a new opportunity, we encourage you to apply.
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