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Job description
Bankers' Bank is launching a new investment advisory service, and we're seeking an experienced leader to drive this initiative. This individual will be responsible for advising bank investment portfolios as part of Bankers' Bank investment advisory consulting services. This person will possess specific knowledge of bank investment portfolio management and fixed income investments as well as demonstrate teamwork and enthusiasm for growing new business.
Position Functions
Financial Advisory
Build a new strategic revenue business line with profit/loss responsibility.
Develop new client relationships for Bankers' Bank.
Lead client meetings to identify portfolio management issues and offer strategic solutions to meet bank financial objectives and risk tolerance.
Collaborate with Bankers' Bank team to deliver comprehensive consultative advice regarding portfolio accounting, interest rate risk, asset liability management, and securities transactions (non-discretionary basis).
Review portfolio performance and model investment scenarios.
Perform market research to stay current on financial trends.
Develop ongoing deliverables, reporting, and engagement tools for bank management teams.
Collaboration & Trading
Collaborate across sales and trading functions in support of client investment activity.
Work with Risk and ALM services to promote new customers.
Trade fixed income investments for limited non-advisory relationships (non-discretionary).
Other Duties
Perform other duties as assigned to meet the needs of the organization.
Qualifications
Ideal candidate will have a bachelor's degree in finance, accounting, banking investments, or other related field or an equivalent combination of education and experience sufficient to perform the position functions of the job. Ten years of experience working in a bank, trust company, registered investment advisor or accounting firm.
Preferred qualifications include investment advisory experience with fee-based consulting, deep understanding of fixed income investments (i.e., government agency, US treasury, municipal bonds, etc.), previous ALCO experience in financial services, financial designations (i.e. CPA, CFA, CTFA, or MBA), and previous Series 65, and Series 52/53 licenses.
Position requires regular business travel, including operation of a motor vehicle.
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Worksite address
elk grove village, IL, 60009, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.