- FNBC Bank and Trust
- Lagrange County, IN
- 02-22-2024
This job is no longer available
Job Description
Are you a seasoned investment professional looking for a leadership role? Join FNBC Bank & Trust as a Portfolio Manager and Director of Investments. In this position, you will oversee the investment area of the Wealth Management division, working closely with the team to meet client's financial objectives while adhering to regulations and best practices.
Responsibilities
- Monitor market conditions and oversee portfolio management.
- Contribute to the growth of the division by engaging in new business processes.
- Communicate investment strategies and economic outlook to clients.
- Act as portfolio manager for assigned client relationships.
- Chair the Investment Policy & Strategy Committee and Trust Investment Review Committee.
- Develop transition plans for new client portfolios.
- Execute discretionary and directed securities trades.
- Regularly review and monitor client account balances.
Qualifications
- Bachelor's degree required; CFA preferred.
- Eight years of experience in trust investments.
- Management experience is a plus.
Benefits
- Competitive compensation.
- Health and welfare benefits.
- Retirement plan with Roth and traditional 401k.
- Generous paid time off policies.
- Supportive work environment valuing all employees.
Join us at FNBC Bank & Trust to help clients achieve financial goals and make a difference in local communities.
FNBC Bank & Trust is an Equal Opportunity Employer.