Executive Search Consultants to the Financial Services Industry

Trust Investment Officer, Ft. Worth, TX

By on Jul 10, 2024 in |

Website BancSearch, Inc.

BancSearch, Inc.

Trust Investment Officer, Ft. Worth, TX

Our client is a well-established bank with a rich history, established over 100 years ago. Bank Director Magazine recognizes our client as one of the top-performing banks in the nation. They have an excellent reputation, are stable, and are committed to their employees. We are looking for a dedicated Trust Investment Officer to join their team and contribute to their continued success.

Join a growing company large enough to offer opportunities for long-term advancement. Their outstanding culture treats employees like family.

As a Trust Investment Officer, you will work closely with relationship managers throughout the region to communicate and respond to investment-related inquiries. You will communicate investment policies and philosophies to customers, assisting relationship managers in new business efforts by conveying these principles to potential customers. You will build rapport with other bank employees to identify and develop new business opportunities, which is essential. Additionally, you will participate in the professional community to attract new business to the wealth management department. Importantly, there is no established new business goal, allowing you to focus on quality over quantity.

To excel in this role, you must have trust experience and several years of experience in investment research or portfolio management. You should possess the ability to build rapport and explain investments clearly to co-workers and clients. Making investment presentations to co-workers and potential clients should come naturally to you. An understanding of investment analysis and experience with Bloomberg and Microsoft Office are required.

The salary ranges from $80,000 to $120,000. In addition to a base salary, the trust investment officer is eligible for profit-sharing and 401(k), providing an excellent opportunity to accumulate wealth.

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