Job Description
At First PREMIER Bank and PREMIER Bankcard, we've created a culture that emphasizes personal success, respect, health, and wellness, fun and giving back. This is an environment where you will be rewarded, valued, and celebrated for your hard work.
We offer a robust and expanded package of health benefits, incentives, paid time off and growth and career advancement opportunities. We celebrate our employees and show our appreciation with private concerts, outdoor bashes, cash and car giveaways and more! See some of our epic celebrations and employee recognitions.
Considered one of the nation's strongest financial organizations, we've achieved our success by embodying the views and values of The PREMIER Way. From our CEOs to the newest hires, we all follow these shared views and values to guide us on how to treat our customers, co-workers and communities. The PREMIER Way also serves as a roadmap on how to be successful inside and outside of the workplace. We believe in investing in our employees, their families and our communities.
Job Description:
Location: Sioux Falls, SD
Shift: M-F 8am-5pm
Job Status: Full-Time
Company: First PREMIER Bank
About the Role
This role is responsible for supporting investment management in the Wealth Management department. Follows fiduciary and prudent investor guidelines to assist in creating, monitoring and maintaining the Wealth Management guidelines. Demonstrates and implements our investment strategy to all internal and external customers. Supports the company's mission by maintaining a high-level of customer service through retaining and expanding existing business and developing new customer relationships.
Job Duties and Responsibilities
- Essential duties and responsibilities include the following. Other duties may be assigned.
- Responsible for investment support to the Portfolio Managers.
- Effectively communicate investment recommendations with account holders and beneficiaries.
- Select investments consistent with account objectives and beneficiary needs.
- Comply with trust documents and investment policy language.
- Analyze and purchase individual stocks and bonds as delegated by Portfolio Managers.
- Present investment information at client meetings, including performance results.
- Aid in the preparation of requests for proposals and other internal or external meeting documents.
- Assist with the valuation of closely held assets in fiduciary accounts as needed.
- Business development through client meetings and contact with referral sources, including private banking, business banking, centers of influence, etc.
- Participates in discussions in strategic meetings to discuss investment initiatives and pipeline calls.
Skills and Qualifications
- Strong analytical skills are crucial for evaluating financial data, developing strategies, and making informed investment decisions.
- Excellent communication and interpersonal skills are needed to build trust with clients, explain complex concepts, and maintain strong client relationships.
- Given the need to manage detailed account information and track performance, attention to detail and strong organizational skills are vital.
- The ability to analyze situations, assess risks, and make sound investment decisions is crucial.
- A bachelor's or master's degree in a relevant field such as Finance, Economics, Business Administration, or a related area is required.
- Obtaining certifications like the Certified Financial Planner™ (CFP®) or Chartered Financial Analyst (CFA) are preferred.
- 2 years or more relevant experience in investment management, financial markets, portfolio management, or a related field.
Competitive Benefits Package
- Full medical benefits when working 20+ hours per week
- Traditional and High-Deductible health plan options available
- FREE dental and vision coverage
- Generous Paid Time Off plans
- 401(k) - dollar-for-dollar match up to 5% of total compensation
- Special discounts and offers for events at the Denny Sanford PREMIER Center
- PREMIER Wellness Program
- Paid Community Volunteer Hours - PREMIER averages 30,000 hours per year
- Fun Employee Parties
Our Culture
- Emphasis on personal success, respect, health, wellness, fun and giving back
- Employees are rewarded, valued, and celebrated for hard work
- Various Career advancement opportunities and growth
- Appreciation is shown through concerts, outdoor bashes, cash, car giveaways and more