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Job description
Trust Investment Advisor
Stock Yards Bancorp, Inc., 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.
Direct the investment needs and goals of assigned investment management and trust accounts.
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.
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.
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.
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. CFP or CFA designation preferred.
May be responsible for supervising Administrative Assistant.
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).
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. 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. Employee Stock Purchase Plan. Employee Assistance Program.
Worksite address
louisville, KY, 40201, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.