Trust Investment Officer

Job Description

Job Description

The Trust Investment Officer is the business development representative for investment options for the Trust Department. Collaborates with Trust Officers to analyze, develop and implement investment strategies for personal trust and investment management accounts. Must be able to operate effectively in a client-centric, growth-oriented, team-focused, and transformational environment. This role involves developing tailored investment strategies, conducting security analysis, monitoring performance and ensuring compliance with fiduciary standards and client objectives.

KEY RESPONSIBILITIES :

Investment Management & Oversight

• Manage investments across estate, trust, agency, IRA, and other account types.
• Buy / sell securities in accordance with agreements and committee policies.
• Monitor economic conditions and adjust asset allocation targets accordingly.
• Maintain approved securities lists and present updates to the Trust Committee.
• Conduct due diligence on securities and prepare performance reports.

Client & Advisor Collaboration

Portfolio Strategy & Execution

Committee Participation & Reporting

Business Development

Portfolio Rebalancing

Reporting and Communication

KNOWLEDGE, SKILLS AND ABILITIES :

QUALIFICATIONS :

COMPETENCIES :

WE OFFER :

This role demands a high level of expertise, integrity and professionalism, as the Trust Investment Officer must act in the best interest of trust clients at all times.