Investment Officer - Bangor, ME
Click the Facebook, Google+ or LinkedIn icons to share this job with your friends or contacts. Click the Twitter icon to tweet this job to your followers. Click the link button to view the URL of the job, which then can be copied and pasted into an e-mail or other document.
Bangor, ME 04402
Bar Harbor Bank & Trust is seeking an Investment Officer based in Bangor, ME. The primary responsibilities for this position include management of individual account portfolios as assigned; development and execution of investment strategies and recommendations for accounts under management; prepare and provide periodic management presentations, including economic and market commentary, and correspondence to current clients; assist Wealth Advisors in new business development, as appropriate, including proposals and performance reporting; measure effectiveness and performance of investment process, including performance reporting and presentations to clients; ensure all client files are maintained accordingly with appropriate documentation; and, responsible for the proper completion of transactions with or on behalf of clients.
The individual selected to fill this open position will also meet with clients, participate in monthly Account Review Committee meetings as necessary, prepare research and analysis to discuss at weekly Investment Committee meetings, establish and maintain written client histories, pursue training and educational opportunities to stay abreast of ever-changing regulations and laws, and ensure compliance with the Investment Policy Statement.
This position requires a candidate with the following skills:
+ Bachelor’s degree or equivalent experience in a relevant area with at least two years of relevant experience;
+ Must be able to function with a high degree of independence or collaboratively within a team, using sound judgement to plan and accomplish goals;
+ Exceptional interpersonal skills and the ability to build internal and external relationships;
+ Excellent oral and written communication skills, with a focus on customer service;
+ Working knowledge of Windows-based software programs.
+ CFA or CFP designation preferred.
Bar Harbor Bank & Trust offers a competitive salary, medical/dental/vision/life insurance, paid holidays, 401(k) plan, paid vacation and sick time, incentives, wellness program, and continuing education benefits.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or © consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35©