FNBC Bank and Trust

We offer a full range of personal banking, commercial banking, lending, trust, and wealth management services.. Our main office along with our Wealth Management building are in LaGrange, Illinois, across the street from the historic Stone Avenue train station, making it an easy commute from Chicago and the near-west suburbs via the Metra West BNSF train line.. We oversee more than $1 billion in client assets where we serve as trustee, executor, guardian, investment manager, and custodian.. Review and analyze client portfolios to achieve the designated investment objective for the account and relationship, including security selection and asset allocation, within wealth management policy and compliance guidelines.. Act as portfolio manager for assigned client relationships, including investment management accounts, individual retirement accounts, revocable and irrevocable trusts, and guardianship accounts.

director of investments

Who we are! FNBC Bank & Trust is a locally owned bank and wealth management company with a 100-year history of providing financial services, support, and leadership to our clients and communities throughout the Chicago metropolitan area. We offer a full range of personal banking, commercial banking, lending, trust, and wealth management services. We are locally owned and locally managed. Our independence is an advantage for our clients – it gives us the flexibility to tailor creative solutions for specific needs.Our main office along with our Wealth Management building are in LaGrange, Illinois, across the street from the historic Stone Avenue train station, making it an easy commute from Chicago and the near-west suburbs via the Metra West BNSF train line. We also have branch offices in Western Springs and West Chicago.Our Wealth Management team helps individuals, families, business owners, and nonprofit organizations make better financial decisions. We oversee more than $1 billion in client assets where we serve as trustee, executor, guardian, investment manager, and custodian. Our service mission is to lead with a customer-first mindset and provide personalized services to our clients.What you will do! You will oversee the investment area of the Wealth Management division of FNBC Bank & Trust. You will work with the entire Wealth Management team to ensure client's financial objectives are being met.You will adhere to Bank policies, procedures, and best practices, along with all State and Federal rules and regulations.How you will do it! Monitor market conditions, developments, and portfolio oversight. Maintain and monitor Wealth Management's asset allocation models and approved securities lists. Monitor and manage the division's client portfolio performance reporting. Continuously review performance and suitability of utilized mutual funds, exchange-traded funds, and outside managers. Periodic reviews of all bond holdings for changes in credit quality and price. Actively contribute to the development and growth of the Wealth Management division and client base by participating in new business processes and by meeting new business and retention goals. Engage with community organizations to build referral networks and new business opportunities. Contribute to meetings with clients and prospects by communicating the division's investment philosophy, economic outlook, and portfolio management strategies. Work with assigned clients and trust officers to set and then meet client needs and investment objectives. Review and analyze client portfolios to achieve the designated investment objective for the account and relationship, including security selection and asset allocation, within wealth management policy and compliance guidelines. Act as portfolio manager for assigned client relationships, including investment management accounts, individual retirement accounts, revocable and irrevocable trusts, and guardianship accounts. Act as the Chair of the Investment Policy & Strategy Committee and Trust Investment Review Committee. Communicate major changes or concerns with the Investment Policy & Strategy Committee and/or senior management. Member of the Trust Administrative Committee. Develop comprehensive transition plans for new client portfolios. Complete annual account investment reviews. Direct and execute discretionary and directed securities trades. Regularly monitor cash balances in client accounts. Meet with assigned clients, trust beneficiaries and co-fiduciaries regarding investment matters. Fundamental knowledge of fiduciary duties and responsibilities. Other projects and research as assigned.Qualifications you will need! Bachelor's degree or equivalent education/ experience. Advanced degree or related industry qualification, e.g. CFA is preferred. Eight years of relevant work experience in trust investments. It would be great if you had! Management experience. What you will get! Competitive compensation. Health and welfare benefits. Retirement plan with a Roth and traditional 401k and company match. Generous paid time off policies. A close-knit work environment that values all employees. Our mission is to focus on our customers, help them achieve their financial goals, and to invest in our local communities. FNBC Bank & Trust is an EEO/ AA/ VET/ Disability employer.PIc25b81eb6dd5-35216-33868426

START NEW SEARCH