Investment Manager manages overall bank's investment portfolio. Reviews investment strategy, seeks out new opportunities, and recommends changes in investments to manage risk and generate acceptable rate of return. Being an Investment Manager measures and evaluates return on investment and trends that may impact the portfolio. Requires a bachelor's degree. Additionally, Investment Manager typically reports to a head of a unit/department. The Investment Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be an Investment Manager typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes. (Copyright 2024 Salary.com)
The Investment Representative is responsible for providing Western customers with broad financial solutions and contributes to the organization’s ability to be a full financial provider by providing a superior customer experience in accordance with the organization’s vision, core values, and team guidelines. This position is responsible to manage customer investment portfolios and help them prepare for long-term financial success. The Investment Representative will manage existing customer portfolios as well as drive business development through internal departmental relationships and external outreach to create new customers.
Bachelor’s degree in business or finance preferred with 1 years of experience as a financial advisor. Licensure through LPL required.
We are interested in every qualified candidate who is eligible to work in the United States. However, we are not able to provide sponsorship for visa status. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.
Western State Bank is an EEO and Affirmative Action Employer. Member FDIC.
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