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$43.95/hr - $85.98/hr (Estimated)
<p>Trust Portfolio Manager</p> <p>Location: Kentucky or Tennessee (On-Site)</p> <p>Status: Full-Time, Salary Exempt</p> <p>Why Join First Financial Bank?</p> <p>If you are a detail-oriented investment professional who thrives on helping clients achieve their financial goals, our Trust Portfolio Manager role may be the perfect fit! In this role, you will provide proactive investment management services, develop customized portfolios, and build strong client relationships. Join us and take the next step in your financial services career!</p> <p>What You'll Do</p> <ul> <li>Manage Portfolios: Analyze, monitor, and manage client investment portfolios to optimize returns while minimizing risk. </li><li>Advise Clients: Partner with clients and Personal Trust Officers to identify financial needs and develop investment strategies. </li><li>Build Portfolios: Construct customized investment portfolios aligned with client goals, including asset allocation and diversification. </li><li>Research Markets: Stay current on economic trends, market movements, and regulations to refine investment strategies. </li><li>Leverage Tools: Use Bloomberg, Morningstar, and FI360 to evaluate portfolios and make mutual fund recommendations. </li><li>Deliver Presentations: Present investment solutions and performance updates to clients and prospects. </li><li>Promote Bank Services: Identify and recommend relevant bank products to support overall financial wellness. </li><li>Engage Locally: Represent First Financial Bank through community involvement, networking, and volunteerism. </li></ul> <p>What We're Looking For</p> <ul> <li>Bachelor's degree required; MBA, CFP, or CFA preferred. </li><li>Minimum 3 years of investment management experience with a strong knowledge of modern portfolio theory and investment performance analysis. </li><li>Strong analytical and problem-solving skills with a client-focused approach. </li><li>Excellent written and verbal communication skills. </li><li>Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint); experience with Bloomberg is preferred. </li><li>Ability to build long-term client relationships and work effectively in a team environment. </li><li>Comfort in delivering presentations and discussing investment strategies with high-net-worth clients. </li><li>Ability to commute to the primary work location and occasionally to other work locations within driving distance. </li><li>Ability to remain in a stationary position for up to 75% of an eight (8) hour workday. </li><li>Ability to review information and details at close range (within a few feet). </li></ul> <p>What We Offer</p> <ul> <li>Competitive Pay & Benefits: Medical, dental, vision, and employer-paid life and disability insurance. </li><li>Financial Perks: 401(k) match, Employee Stock Ownership Program (ESOP), and banking benefits. </li><li>Work-Life Balance: Paid time off, including 11 Federal Reserve bank holidays. </li><li>Growth Opportunities: Tuition assistance and professional development programs. </li><li>A Supportive Culture: Integrity, collaboration, innovation, and respect are at the heart of what we do. </li></ul> <p>Who We Are</p> <p>First Financial Bank is a dynamic financial institution with over $5.5 billion in assets and a proud history dating back to 1834. With 83 banking centers across five states, we are committed to empowering our clients, fostering personal growth, and building community.</p> <p>Joining First Financial Bank means becoming part of a legacy where your work directly contributes to the stability and growth of the communities we serve. Here, you are more than an employee; you are an essential member of a team dedicated to living out the values of "One First" every day. Be part of a bank that values your contributions and invests in your future!</p> <p>Ready to Join Us?</p> <p>Apply now and take the next step in your banking career! We review all applications and will respond promptly.</p> <p>First Financial Bank is an Equal Opportunity Employer. All applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, genetic information, national origin, disability, military and/or veteran status, or any other Federal or State legally protected classes.</p>
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