Trust Investment Portfolio Manager - Fayetteville, Arkansas United States - 43591

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JOB DESCRIPTION

Job #: 43591
Title: Trust Investment Portfolio Manager
Job Location: Fayetteville, Arkansas - United States
Employment Type:
Salary: $125,000.00 - $165,000.00 - US Dollars - Yearly
Other Compensation: bonus up to 20%
Employer Will Recruit From: Regional
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. They offer a stable environment, the opportunity to contribute to investment strategy, and be groomed for a future leadership position. The position is open due to an upcoming retirement.  This is a growth opportunity.  The department is growing, and this trust investment portfolio manager can grow to manage the bank's portfolio.  

JOB DESCRIPTION

As Trust Investment Portfolio Officer, 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.

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