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Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
The Reserve Investment Manager 2 (IM) is responsible for partnering with Wealth Advisors to deliver Investment Management Services to new High Net Worth ($5+MM in AUM) clients and deepen and strengthen existing client relationships in the Reserve segment of Truist Wealth. The Reserve IM 2will deliver advice proactively based upon financial planning and a holistic view of the client's circumstances. The Reserve IM 2 will typically manage a client base of approximately 50-75 relationships with assets under management averaging $500 million and revenue responsibility averaging $4 million. They should be sought out by peers and co-workers for advice and assistance relating to investment expertise and client solutions.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
List the major responsibilities generally associated with the role (5-7 major responsibilities with no more than 10) that an incumbent in this job is expected to accomplish. Please use numbers to separate each distinct responsibility.
Critical partner in new business development and acts as a primary source for investment communication. Assists the Wealth Advisor in acquiring Reserve-level, prospective clients.
Assist Wealth Advisors with information discovery and client goal identification for prospective HNW clients. Analyze prospective client investment portfolios; develop investment strategy - inclusive of asset allocation, investment implementation, and portfolio construction. Effectively articulate our investment process and recommendations.
As a key member of the Truist Wealth client facing team, share responsibility for developing and deepening client relationships through the delivery of proactive communication and advice for HNW clients.
Actively assist in the client onboarding experience and develop the Investment Policy Statement in accordance with the client's unique situation. Execute on strategic and tactical asset allocation.
Manage the daily trading activities in discretionary, non-discretionary, and trust-based portfolios
Implement investment recommendations and transition new clients into a collaborative and on-going portfolio management and client communication cycle.
Based on investment reviews with HNW clients, recommend, establish, monitor and adjust investment strategies and solutions designed to achieve specific account related investment goals and objectives for discretionary and non-discretionary investment, portfolios.
Adhere to (and document) risk management and compliance with all relevant regulatory policies and procedures.
QUALIFICATIONS
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Bachelor's Degree
7 years investment experience, which should include experience as an investment advisor, portfolio manager, or other investment-related activities with a focus on high net worth clients.
Demonstrates advanced investment skills and knowledge and displays exceptional interpersonal capabilities.
An advanced investment professional, who:
Has a track record of working with clients with at least $5MM in investible net worth.
Is able to understand complex investment and economic strategy to inform portfolio management decisions
Is able to communicate investment and economic concepts in a client-centric manner that is straight-forward, thoughtful, and relatable.
Is an active team player in identifying the need for and the investment implications of sophisticated financial solutions, such as GRATs, CRUTs, IDGT, and complex insurance strategies.
Is able to navigate the complexity of the organizational structure to coordinate resources, problem solve, and deliver to clients the highest level of client service.
Is intensely focused on building brand internally.
a. Builds rapport, relationships, and credibility internally and externally.
b. Engages occasionally in external networking opportunities.
Is recognized as possessing an appropriate professional presence that facilitates a perception of competence, trustworthiness, credibility, and sensitivity to others.
Successfully engages prospects in the client acquisition cycle.
Preferred Qualifications:
MBA/CFA and/or equivalent professional designation
Combination of buy and sell-side experience
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site (https://benefits.truist.com/)
. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.
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