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Community State Bank, Avilla IN

Wealth Investment Officer

Community State Bank, Avilla IN, Fort Wayne

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Community State Bank is seeking a Full-Time Wealth Investment Officer (Portfolio Manager) to join our growing team of dynamic Wealth Management professionals at our new Appleseed Wealth Management office in Fort Wayne, Indiana. This could be a Chief Investment Officer role for the right candidate. Apply today and see why Community State Bank/Appleseed is a great place to work!
Job Title: Portfolio Manager
Division: Wealth Management
FLSA Classification: Exempt
Pay Rate: Salary
Position Purpose: The Portfolio Manager (PM) is responsible for managing investment portfolios on behalf of wealth management clients. The PM will work closely with clients to understand their investment goals and risk tolerance, and then develop and implement investment strategies to achieve those goals.
Job Requirements
Education: A 4-year degree in finance, economics, or related field is required. Specialized wealth management licensure is required.
Experience: A minimum of three to five (3-5) years experience in wealth and investment portfolio management is normally required. Knowledge of investment products and financial markets is normally required.
Skills: Exceptional verbal and written communication skills; advanced problem-solving, analytical, and critical thinking skills; strong attention to detail; highly organized; ability to multi-task accurately and efficiently; ability to type at least 50 wpm; proficiency with Microsoft Office software such as Word, Excel, PowerPoint, and Outlook; fluent communication in the English language; ability to travel between Bank and client locations as needed.
Essential duties include, but are not limited to:
CSB Cultural Expectations

  • Commit to learning, integrating, and modeling CSBs I CREATE core values: Integrity, Communication, Respect, Encouragement, Accountability, Trust, and Equality
  • Align to bank-wide vision, mission, and business objectives.
  • Commit to continuous personal and professional growth in the areas of teamwork, customer service, and job specific competencies.
General Expectations
  • Develop and implement investment strategies for clients or organizations.
  • Monitor and analyze market trends and economic indicators to make informed investment decisions.
  • Accurately analyze and interpret complex financial information.
  • Manage and rebalance investment portfolios to ensure they remain aligned with clients' goals and risk tolerance.
  • Communicate regularly with clients to provide updates on portfolio performance and discuss any changes to investment strategies.
  • Provide advice on how to allocate and diversify assets to help clients achieve their goals.
  • Prepare models and presentations to share information about strategies with clients.
  • Remain up to date on industry trends and best practices.
  • Generate reports detailing information about investment performance
  • Collaborate with the Chief Investment Officer and other internal investment professionals to ensure optimal portfolio performance.
Compliance/Other Expectations
  • Maintain compliance with federal, state, and local laws regarding investment management.
  • Remain up to date on industry regulations.
  • Be fully trained and knowledgeable in all compliance related areas of banking, trust services, and wealth/investment management including, but not limited to: BSA, OFAC, Reg E, NACHA, Dodd-Frank, ERISA, FINRA guidelines, etc.
  • Perform other duties as assigned.
Community State Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Seniority level
  • Seniority level
    Mid-Senior level
Employment type
  • Employment type
    Full-time
Job function
  • Job function
    Finance and Sales
  • Industries
    Banking

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