To participate in the research and selection of equity securities. Ability to analyze sectors and companies and make sound investment decisions.
To participate in portfolio construction and ongoing portfolio management. To maintain a current body of knowledge of economic and financial market trends and conditions and their impact on portfolio construction. Prepare presentations and compile supporting information for current clients and to develop new business by promoting investment management services.
Knowledge of fixed income securities and their inclusion in an investment portfolio.
Proficiency in mathematics, accounting, finance, and economics.
Strong business development tools.
Skills in relevant information technology to support portfolio management and business development responsibilities.
CUSTOMER SERVICE SKILLS:
Willingness to provide a level of service which will clearly differentiate us from our competitors.
Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Possess a working knowledge of investment management.
Prepare and maintain data on current and prospective investments.
Maintain a current body of knowledge of economic trends and conditions.
Familiarity with fiduciary principals and prudent investing concepts.
Participate in the preparation and presentation of reports to existing clients and new business proposals.
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Citizens Bank Of Northern Kentucky