- Cincinnati, Ohio, United States
- 3+ years
Acts within established investment policy guidelines to recommend and execute investment programs designed to achieve the objectives of a significant volume of client accounts and/or relationships.
Compensation
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Responsibilities
- Develop satisfied clients and new sources of asset management revenue through frequent contact with relationships
- Work with business partners and participate in One Bank activities
- Consult with clients and advisors to develop investment objectives and implement a suitable investment plan
- Meet with prospects and clients, preparing and presenting proposals for investment management
- Work with Trust and/or Account Officers to learn the intentions of the trust, IRA, or agency agreement
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or Business Administration