Stock Yards Bank & Trust · 2 weeks ago
Trust Investment Advisor
Louisville, KY
Full-time
Onsite
Mid Level
3+ years expStock Yards Bancorp, Inc. is a financial institution that is seeking a Trust Investment Advisor to manage investment needs and goals of assigned accounts. The role involves asset allocation, evaluation of investments, and business development among existing clients.
Banking
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
Qualification
Required
BS/BA in business finance or related field
Minimum of 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
Preferred
CFP or CFA designation
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
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
Company
Stock Yards Bank & Trust
Stock Yards Bancorp, Inc., was incorporated in 1988 as a bank holding company.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
James "Ja" Hillebrand
CEO
Connie Grivois
Executive Assistant to the Chairman and CEO
Recent News
2023-11-21
Company data provided by crunchbase