This teammate is accountable for maintaining and developing existing relationships and managing investment portfolios. Assists with business development, including making business development calls to prospective clients and meeting with existing clients within the emerging investor market.  In addition, provides support as it relates to account administration, maintenance, and recordkeeping for investment accounts. Independent judgment is required in order to plan, prioritize, and organize diverse workload. Work is frequently performed with limited direct supervision. The incumbent provides the highest quality of service to every customer.

Essential Functions:  

• Responsible for business development to further support the Emerging Investor Market’s portfolio; assistance may include, but is not limited to:
  • Aiding in the development of marketing, business development and retention strategies for prospects and clients
  • Calling on prospective and current clients to identify needs and/or enhancements, and to address any servicing issues
  • Scheduling and coordinating client and prospect meetings, as needed
  • Preparing and delivering client investment presentations, as well as prospective client proposals, which may include facilitating risk assessments and addressing investment priorities
  • Educating clients and prospects regarding asset allocation considerations and models that are available to achieve desired financial outcomes
  • Supporting the development of Emerging Investor Market products and/or services
• Aids in the client enrollment process, which may include any of the following: registering the client in selected allocation model and facilitating set up, transfer of assets, regular client communications, monitoring of account performance, tracking of client fees, and account maintenance
• Participates in client meetings no less than annually to evaluate account performance versus the client’s financial goals
• Contributes to monitoring investment performance against established benchmarks
• Serves on various Wealth Management committees as assigned
• Stays current with changes in laws and regulations affecting investment accounts
• Maintains customer relationships by displaying a “service oriented” attitude

Required Qualifications:

• College degree in business, economics or finance preferred, or equivalent work/educational experience; must have a working knowledge of securities, mutual funds, and managing investment allocations
• Meaningful, hands-on experience working with a variety of investment accounts, investment models and/or investment products
• Proven experience actively and successfully participating in relationship management and/or business development activities
• Working knowledge of brokerage and/or investment operations preferred
• Proven marketing, product development and business development skills
• Strong client relationship skills and excellent interpersonal skills, exhibiting a high degree of professionalism
• Excellent communication skills (written and verbal, including public speaking), with strong emphasis placed on responsiveness and customer service skills
• High degree of accuracy and attention to detail
• Experience with and good working knowledge of standard computer applications, including Microsoft Word and Excel; experience with financial planning software helpful

About The National Bank of Indianapolis

A Stable and Growing Employer: The National Bank of Indianapolis is the largest, locally owned, national bank in greater Indianapolis. Since opening our doors in 1993, we have grown from 18 employees to more than 300 employees. Our strength and success in serving the local market is directly attributable to our talented staff. With upwards of 90% or greater staff retention year after year, and with highly competitive compensation and benefits, our staff enjoy a sense of stability not always experienced in the general work environment, as evidenced during the global pandemic and other notable events that caused many employers to reduce staff and benefits. Benefits include but are not limited to: medical/dental/vision/life insurance, vacation, personal time, holidays, tuition reimbursement, 401(k), profit sharing, and wellness benefits. Who We Are Looking For: The National Bank of Indianapolis has assembled our talented staff by hiring only the best, whether highly experienced professionals or those just entering the workforce. We are looking for those who are committed to delivering superior service to our clients and superior teamwork to their co-workers. Along with the relevant kn...owledge and experience, The National Bank of Indianapolis requires its employees to have both a high degree of professionalism and a commitment to excellence.

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Connections working at The National Bank of Indianapolis