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Trust Investment Portfolio Manager
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NPAworldwide Recruitment Network
 
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Job Location: Fayetteville, AR
JOB DESCRIPTION

Job #: 47216
Title: Trust Investment Portfolio Manager
Job Location: Fayetteville, Arkansas - United States
Remote Job: No
Employment Type:
Salary: $125,000.00 - $165,000.00 - US Dollars - Yearly
Other Compensation: bonus up to 20%
Employer Will Recruit From: Nationwide
Relocation Paid?: Negotiable

WHY IS THIS A GREAT OPPORTUNITY?

Our client, a thriving community bank in Western Arkansas, seeks an investment portfolio manager for their trust department. Join a fast-growing Wealth Management group that offers a stable environment, the opportunity to contribute to investment strategy, and to be groomed for a future leadership position. The position is open due to an upcoming retirement. This is a growth opportunity as the trust investment portfolio manager; you can grow to manage the bank`s portfolio.

JOB DESCRIPTION

As Trust Investment Portfolio Manager, your duties will include:

  • Manage the trust investment portfolio
  • Support sales by presenting and explaining investment recommendations to prospective clients.
  • Analyze stocks, bonds, mutual funds, and other appropriate fiduciary investments
  • Calculate investment performance and conduct annual investment reviews with clients.
  • Complete Reg 9 reviews
QUALIFICATIONS

As Trust Investment Portfolio Officer, you will have:

  • A minimum of 10 years trust investment experience
  • Chartered Financial Analyst designation
  • Experience conducting investment presentations to clients and prospective clients.
  • The ability to establish rapport with clients

Education:
University - Bachelor`s Degree/3-4 Year Degree




How to Apply:


 
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