VP, Investment Officer

About

Are you experienced in investment portfolio management and interested in joining a company that cares about your future? Do you have excellent listening skills and the ability to effectively present information and respond to questions?

Responsibilities

• Manage investment portfolios and develop customized investment solutions for Trust and Wealth Advisory clients, aligning strategies with client goals, risk tolerance, and long-term financial objectives.
• Partner with clients, Wealth Advisors, and Trust Administrators to provide fiduciary investment guidance, communicate portfolio performance, and deliver exceptional client service and relationship management.
• Conduct investment research, monitor market conditions, ensure compliance with investment policies and fiduciary standards, and support business development efforts that contribute to organizational growth.

Requirements

• Bachelor’s degree in a related field or equivalent work experience required.
• Chartered Financial Analyst Designation and/or MBA preferred.
• Eight+ years investment sales or equivalent experience required.
• Understanding of bank procedures and policies.
• Ability to write reports and business correspondence.
• Personal computer proficiency with experience in Microsoft Word, Excel, and Outlook.