Stock Yards Bank & Trust - Louisville, KY
posted 4 days ago
Full-time - Mid Level
Louisville, KY
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
About the position
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
- 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
Requirements
- 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
Nice-to-haves
- 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
