Institutional Investment Manager II - Washington
1 month ago

Job summary
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.Responsibilities
1. 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.2. 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.
Job description
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