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Trust Investment Advisor

Stock Yards Bank & Trust

Springdale, 4441 Springdale Rd, Louisville, Kentucky, United States of America Job Description Stock Yards Bancorp, Inc. (NASDAQ: SYBT), parent company of Stock Yards Bank & Trust Company, with offices in Louisville, Central, Eastern and Northern Kentucky, as well as the Indianapolis, Indiana and Cincinnati, Ohio metropolitan markets. Job Title: Trust Investment Advisor FLSA Status: Exempt Department: Trust Hours of Operation: Monday – Friday, 8:00am – 5:00pm General Job Summary: Direct the investment needs and goals of assigned investment management and trust accounts. Organizational Duties and Responsibilities: Supports the mission, vision and philosophy of the Bank. Complies willingly with all organizational policies and procedures. Supports all functions that maintain compliance with regulatory agencies. Essential Duties and 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 Working Conditions : Springdale – office setting with some travel to off-site locations required Education: BS/BA in business finance or related field Experience: Minimum 3 years experience in investments Specific Skills: Proven ability to successfully interact with clients Professional appearance and demeanor Specialized: Broad knowledge of the equity and fixed income markets CFP or CFA designation preferred Supervisory Responsibility: May be responsible for supervising Administrative Assistant Physical requirements: Primarily sedentary work performed in an office environment Ability to sit for extended periods of time while working at a computer Frequent use of hands and fingers to operate a computer, keyboard, mouse, and other office equipment Ability to speak clearly and hear well enough to communicate with clients, team members, and vendors via phone, video, and in person Visual acuity sufficient to read computer screens, printed documents, and financial data Occasional standing, walking, bending, or reaching Ability to lift and carry up to 10–15 pounds occasionally (e.g., files, office supplies) 401(K) with a company match of up to 6% ESOP employer match Medical insurance Vision insurance Cancer/Disease insurance Flexible Spending Accounts Flexible Savings Accounts Health Savings Accounts Bank paid Life/AD&D insurance Voluntary Life/AD&D insurance Bank paid Short-Term and Long-Term Disability insurance Springdale, 4441 Springdale Rd, Louisville, Kentucky, United States of America #J-18808-Ljbffr Stock Yards Bank & Trust

Vacancy posted 3 days ago
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