Senior Investment Officer

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Springdale, AR
Job Type
Direct Hire
Dec 28, 2018
Job ID
Our client, a multi-billion asset organization known for their customer service is growing exponentially.  You can be part of this growth in a stable organization with a history of client service and employee recognition. This position is open due to an internal transfer.
As Senior Investment Officer, you will:
  • Manage a book of established investment management accounts for high net worth clients
  • Conduct annual customer reviews
  • Determine client investment objectives 
  • Determine asset allocation within given guidelines i.e. tax, client objectives, and financial plan
  • Generate new business by attracting new clients and through penetration of existing client accounts
  • Work with commercial lenders, private bankers, and bank leadership to generate new business
  • Participate in marketing activities i.e. seminars and other public presentations
As Senior Investment Officer you will have:
  • In-depth knowledge of investments
  • Experience working as or for a fiduciary 
  • Experience with asset allocation within guidelines i.e. tax, client objectives, and financial plan
  • Strong customer relationship skills
  • Team player
  • Bachelor’s degree required, advanced degree and/or designations a plus
  • Series 7, 66, Life & health licenses willing to obtain
Compensation:  Base Salary, Amount DOE plus uncapped incentive on new business

Keywords:  Trust, Wealth Management, Fiduciary, Investments