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
Essential duties and responsibilities include the following. Other duties may be assigned.
Effectively communicate investment recommendations with account holders and beneficiaries.
Select investments consistent with account objectives and beneficiary needs.
Comply with trust document language.
Works with dedicated Trust Administrator on assigned accounts to provide a holistic client experience.
Design and review model portfolios.
Analyze and purchase individual stocks and bonds.
Design and implement portfolios for both individuals and retirement plan accounts.
Present investment information at client meetings, including performance results.
Aid in the preparation of requests for proposals and other internal or external meeting documents.
Assist with the valuation of closely held assets in fiduciary accounts as needed.
Business development through client meetings and contact with referral sources, including private banking, business banking, centers of influence, etc.
Skills and Qualifications
Must have a thorough understanding of investment management along with a strong knowledge of finance, economics and general business is required.
Must have a proven ability to effectively present investment strategies and recommendations to clients and make critical decisions independently.
Must have strong sales and relationship management/client service skills and excellent interpersonal, verbal and written communication skills.
Previous experience with RFP process including drafting responses to proposals.
Experience in high-net-worth investment management and fiduciary, investment or planning disciplines.
A BS/BA degree or higher; CFA certification and/or 10+ years of investment management experience is required.
Basic computer skills. Proficiency of the English language.
Exceptional verbal and written communication skills.
Attention to detail, analytical and problem-solving skills.
Capacity to learn, adapt to change, and become proficient quickly.
Ability to handle stress, exercise self-control, adheres to company policies and procedures and uphold The PREMIER Way.
Competitive Benefits Package
Full medical benefits when working 20+ hours per week
Traditional and High Deductible health plan options available
FREE dental and vision coverage
Generous Paid Time Off plans
401(k) – dollar-for-dollar match up to 5% of total compensation
Special discounts and offers for events at the Denny Sanford PREMIER Center
PREMIER Wellness Program
Paid Community Volunteer Hours – PREMIER averages 30,000 hours per year
Fun Employee Parties
Our Culture
Emphasis on personal success, respect, health, wellness, fun and giving back
Employees are rewarded, valued, and celebrated for hard work
Various Career advancement opportunities and growth
Appreciation is shown through concerts, outdoor bashes, cash, car giveaways and more
