Posted in General Business 21 days ago.
Type: Full-Time
Location: Sioux Falls, SD
Shift: M-F 8-5
Job Schedule: Full-Time
Company: First PREMIER Bank
About the Role
This position manages individual and/or trust account assets and investment relationships consistent with established investment objectives and strategies of the client. Participates in analyzing the department’s recommended list of investments and proposing changes as appropriate. Develops and reviews portfolio models using the funds approved for purchase. Responsible for the investment decisions and asset allocations for clients. Strong focus on managing client account retention. Must be a highly motivated individual who is a team player, detailed oriented and has a high level of personal responsibility with strong customer services skills.
Job Duties and Responsibilities
Effectively communicate investment recommendations with account holders and beneficiaries.
Comply with trust document language.
Works with dedicated Trust Administrator on assigned accounts to provide a holistic client experience.
Design and review model portfolios.
Present investment information at client meetings, including performance results.
Aid in the preparation of requests for proposals and other internal or external meeting documents.
Business development through client meetings and contact with referral sources, including private banking, business banking, centers of influence, etc.
Skills and Qualifications
Competitive Benefits Package
Our Culture
See job description
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