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    New 2015 LCB Logo FINAL blue

    VP, Investment Officer

    South Bend, United StatesOn-SiteFull-timePosted 1w ago
    All New 2015 LCB Logo FINAL blue jobs

    Job description

    Are you experienced in investment portfolio management and interested in joining a company that cares about your future? Do you have excellent listening skills and the ability to effectively present information and respond to questions? As a Vice President, Investment Officer, you will: 

    • Manage investment portfolios and develop customized investment solutions for Trust and Wealth Advisory clients, aligning strategies with client goals, risk tolerance, and long-term financial objectives.
    • Partner with clients, Wealth Advisors, and Trust Administrators to provide fiduciary investment guidance, communicate portfolio performance, and deliver exceptional client service and relationship management.
    • Conduct investment research, monitor market conditions, ensure compliance with investment policies and fiduciary standards, and support business development efforts that contribute to organizational growth.

    Required Qualifications:

    • Bachelor’s degree in a related field or equivalent work experience required.
    • Chartered Financial Analyst Designation and/or MBA preferred.
    • Eight+ years investment sales or equivalent experience required.
    • Understanding of bank procedures and policies.
    • Ability to write reports and business correspondence.
    • Personal computer proficiency with experience in Microsoft Word, Excel, and Outlook.

    Lake City Bank is proud to be an equal opportunity employer committed to a diverse, inclusive workplace. Employment at Lake City Bank is based solely on business needs, a person’s merit, and qualifications, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, age, protected veteran status, or any other characteristic protected by law. Lake City Bank will not tolerate discrimination or harassment based on any of these characteristics.

    Applicants have rights under Federal Employment Laws

    Job details are sourced from the employer's original posting.

    Open job posting
    NE

    About the company

    New 2015 LCB Logo FINAL blue

    This company name appears to be a placeholder or internal project name and does not represent a known business entity.

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