VP Trust Investment Officer

Location: Charlotte
Posted on: June 23, 2025

Job Description:

The VP, Trust Investment Officer constructs and manages individualized investment portfolios in conjunction with clients’ financial needs and objectives. As their trusted advisor, you will work directly with clients to help them achieve their financial goals. Essential Job Functions 1. Manage investment portfolios for trust accounts, individual investment agency accounts, IRAs, foundations, and escrows by evaluating the investment needs of clients and prospective clients and researching and analyzing investment opportunities 2. Actively participate in business development by conducting and facilitating existing/prospective client meetings and client portfolio review calls 3. Provide general investment expertise and trading capabilities 4. Generate and review trades in the stock and bond markets 5. Prepare client proposals, presentations, communication, and reporting 6. Coordinate ongoing client investment reviews, at least quarterly 7. Cultivate and maintain strong client relationships 8. Work collaboratively in a team environment and communicate effectively with internal partners across multiple business lines to ensure understanding of business needs and development opportunities 9. Demonstrate critical thinking skills when problem-solving and initiative to accomplish goals and objectives 10. Demonstrate effective organizational and time management skills to meet exacting deadlines in a dynamic work environment 11. Participate in and contribute to the Trust Investment Committee 12. Enthusiastically embrace, support, and model the bank’s values and mission 13. Ensure compliance with internal/external regulatory policies, procedures, and guidelines Basic Qualifications 1. Bachelor’s degree, preferably in business, accounting, finance, or economics, or commensurate work experience, required 2. 4 years’ experience in a trust/wealth management function or equivalent experience required 3. CFA or CFP designation preferred

Keywords: , Greenville , VP Trust Investment Officer, Accounting, Auditing , Charlotte, South Carolina