What are the responsibilities and job description for the Chief Investment Officer in Glen Carbon position at First Secure Bank & Trust, Inc.?
Chief Investment Officer (CIO)
As the Chief Investment Officer for First Secure Bank and Trust, Inc., you will oversee investment strategies, management, finance, investments, and portfolio management on a day-to-day basis.
Key Responsibilities:
- Direct development, implementation, and communication of approved investment policies for the Trust Department
- Oversee formulation, maintenance, review, and communication of standard Trust Department investment practices, manuals, and procedures
- Provide investment research and analysis to understand clients' financial goals and needs, as well as to assist the portfolio management team
- Accountable for overall management, training, and mentoring of assigned staff
- Proactively seek out and effectively communicate with prospective and existing clients to provide guidance on investment, administrative, tax, and planning topics
- Create tailored investment strategies and customized financial plans for clients, identifying objectives and constraints such as regulatory issues, liquidity needs, and tax implications
- Direct and participate in personal trust and individual account investment activities
- Educate clients on financial planning strategies and investment options
- Monitor and review clients' financial situations regularly to ensure alignment with their goals
- Work with auditors and examiners on various investment issues
- Generate various risk control related reports
- Establish and maintain relationships with business and accounting professionals to promote the Trust Department, along with cross-selling various value-added products and services
- Participate in the Bank's business development activities and represent the Bank in social events to promote the Bank's products and services, maintain communication with prospective and current clients, and ensure the maintenance of the Bank's favorable image
Requirements:
- Bachelor's degree plus eight to ten years additional training or experience in trust, investment management, or financial planning
- Investment Strategies and Investment Management skills
- Finance and Investments expertise
- Certification as an investment professional, such as CFTA, CFP, ChFC, CFA, or comparable credentials