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Senior Investment Executive
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$72,615 - $106,019 a year
Full-time
- Generate new fee income, and maintain existing fee income, for Investment Management and Trust Services by establishing and managing brokerage relationships with clients referred by internal and external sources.
- the overall sales effort for Investment Management and Trust services in the designated market area.
- Directly seek prospects and actively sell investment brokerage services in the assigned market area.
- Coordinate sales activities with other areas of the Bank, involving Investment Management and Trust Services staff in team selling.
- Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Chartered Financial Consultant (ChFC) designation, or equivalent desired.
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