Stock Yards Bank & Trust Indianapolis , IN 46218
Posted 1 month ago
As a Trust Investment Advisor, your day will be filled with opportunities to direct the investment needs and goals of assigned investment management and trust accounts. Experience in investments with business development skills is important while Stock Yards Bank will provide a professional environment to continually improve the candidate's skills and to further his/her career goals for advancement within the banking profession. Our past accomplishments and continued future successes are directly attributed to the individual success of our employees.
Responsibilities
Daily responsibilities include, but are not limited to, the following:
Participate in asset allocation of assigned customer portfolios
Evaluate alternative investments
Responsible for investment management of assigned accounts, monitoring and review
Member of the Trust Investment Committee
Participate in security selection process
Communicate investment results to clients
Responsible for new business development calls
Develop new and additional business among existing trust clients
Job Requirements
The successful candidate will have the following qualifications:
BS/BA in business finance or related field
Minimum of 3 years experience in investments
Proven ability to successfully interact with clients
Proven business development skills
Professional appearance and demeanor
Excellent communication skills
Broad knowledge of the equity and fixed income markets
CFP or CFA designation preferred
Benefits
401(k) with a company match of up to 6%
ESOP employer match
Medical insurance
Dental insurance
Vision insurance
Cancer / Disease insurance
Accident insurance
Flexible Spending Accounts
Health Savings Accounts
Bank paid Life / AD& D insurance
Voluntary Life / AD&D insurance
Bank paid Short-Term and Long-Term Disability insurance
Employee Stock Purchase Plan
Employee Assistance Program
Physical Requirements
The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position requires sitting the majority of the time with limited walking and standing. All work occurs indoors and within regular working hours. The noise level in the work environment is usually moderate.
Stock Yards Bank & Trust