Senior Investment Officer - Portfolio & Wealth Advisory
lake city bankGranger, IN
Senior Investment Officer - Portfolio & Wealth Advisory
lake city bankGranger, IN
yesterday
Industries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesSavings Institutions and Other Depository Credit IntermediationAbout the role
Lake City Bank in Granger, IN seeks a Vice President, Investment Officer to manage investment portfolios and develop customized solutions for Trust and Wealth Advisory clients. You will align strategies with client goals, risk tolerance, and long-term objectives, while delivering excellent service.
In this role you will partner with clients, Wealth Advisors, and Trust Administrators to provide fiduciary guidance, communicate performance, and support growth.
Matching similar jobs
JOB OVERVIEW
Experience level
Senior
Location
Granger, IN
Occupation
Investment Fund Managers
Industry
Portfolio Management and Investment Advice
Posted
yesterday
Tired of running searches?
Rank the roles you'd take once, and matches like these arrive on their own.
CREATE PROFILE