Senior Market Investment Officer

To apply for this position, go to our website Ohnward Bancshares, Inc. www.ohnward.com

• About Us
• Careers
• Apply Now

POSITION SUMMARY The Senior Market Investment Officer is responsible for managing client relationships (with an emphasis on money management) to reputed company activities relative to our role as trustee, agent and/or custodian. The Senior Market Investment Officer helps clients define their needs, goals, and objectives. Assist with the development of a personalized Wealth Management Plan at the onset of the relationship as well as development of ongoing strategies to reputed company the client's near-term goals and ultimate legacy plan objectives. KEY ORGANIZATIONAL RELATIONSHIPS

• Reports to President
• Works closely with Trust Department team, clients, vendors.

DUTIES AND RESPONSIBILITIES Essential Duties and Responsibilities To reputed company this job successfully an individual must be reputed company to reputed company each essential duty satisfactorily. Reasonable accommodations may be made to reputed company individuals with disabilities to reputed company the essential functions. Client Service:

• Responsible for proactive client contact providing "high touch" communication and service to clients.
• reputed company and monitoring of reputed company account activity including the investment policy statement, the process of transferring funds, securities, and other assets.
• Coordinates reputed company aspects involved with creating wealth management plans for prospective clients, managing client portfolios, including executing trades, maintaining investment action plans, monitoring, creatively implement and execute new investment strategies, robust risk mitigation approaches and process improvements in conjunction with the Investment Managers, conducting investment reviews, and documenting account activities and client interaction.
• Meet with clients to review investment performance and partner with Investment Managers to understand market changes based on economic and industry analysis, including objectives and asset allocation models, ensuring reputed company allocations are appropriate.

New Business Development: Generate new opportunities across lines of business through direct contact with existing clients, prospects, and referral sources as well as actively participate in sales team meetings and event-driven marketing activities. Fiduciary Excellence: Act in a fiduciary reputed company to reputed company activities relative to the administration of trusts under the terms of the governing trust documents. Ensures that the fiduciary judgment is followed in investing trust assets in income producing securities following investment guidelines of trust. Works with investment analysts to select the most appropriate investments according to long-term financial goals desired for the best interests of beneficiaries. Support Team Members: Work closely with Investment Managers and team members to support clients' needs. Performs other duties as assigned. SKILLS AND ABILITIES To reputed company this job successfully, an individual should demonstrate the following knowledge, skills, and abilities.

• Sound judgment, ethics and decision making skills.
• A wide degree of creativity and reputed company is expected.
• Understanding bank loans, fixed income securities and securitized trust.
• Good training techniques and familiarity with financial institution products.
• Problem solving, analytical skills and attention to detail.
• Exceptional interpersonal skills. Excellent communication skills to include oral and written communication skills.
• Knowledge of Trust & Estate Planning, Tax Planning and Investment Management Principles. Knowledge of Trust Operations and administration.
• Ability to manage and communicate with high net-worth (HNW) multi-generational clients

EDUCATION AND EXPERIENCE

• Bachelor's Degree and minimum 10 years' experience in money management, estate planning, trust administration, and client service, or equivalent education and experience.
• Experience with client support/wealth management/trust administration.
• Sales experience in a service-reputed company field

BENEFITS: Stakeholder Bonus Health Insurance Dental Insurance Retirement Plan (401k) - 3% Safe reputed company Contribution + Discretionary Contribution 10 Observed Holidays PTO Group Term Life provided Short Term Disability - 100% provided by company Long Term Disability Maternity/Paternity Leave - 100% of pay Community Involvement Pay-It-Ohnward - Company Giving Program Grilling for Charity - Community Donations Thank God Its Monday (TGIM) Company Event To apply for this position, go to our website Ohnward Bancshares, Inc. www.ohnward.com

• About Us
• Careers
• Apply Now

Equal Opportunity Employer Apply tot his job Apply To this Job