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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in investment management, including the development and monitoring of client-specific investment strategies, compliance with regulatory policies, and effective communication with clients and team members. Proficient in risk management and portfolio analysis to ensure alignment with investment policy statements.
Highest-signal resume keywords
Investment ManagementPortfolio AnalysisSeries 65 LicenseCFA CertificationPresentation Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment Strategy DevelopmentPortfolio MonitoringRisk ManagementClient OnboardingInvestment Policy StatementsTrading ActivitiesFinancial AnalysisCompliance DocumentationInvestment RecommendationsClient Communication
Soft Skills
Oral CommunicationWritten CommunicationPresentation SkillsProject ManagementInterpersonal Skills
Certifications & Qualifications
Series 65 LicenseCFA CertificationMBACFP®CIMACAIA
Industry Keywords
Investment Management ServicesTruist WealthInvestment Advisory GroupRegulatory ComplianceDiscretionary PortfoliosNon-Discretionary PortfoliosTrust-Based PortfoliosInvestment TheoryClient MeetingsInvestment Reviews
About the role
Key responsibilities & impact- Work with Investment Managers and the Investment Advisory Group to deliver Investment Management Services to Truist Wealth clients
- Assist Investment Managers in acquiring prospective clients through analysis of complex outside portfolios and presentation preparation
- Propose, construct, and monitor client-specific, advice-driven investment strategies and solutions
- Make proactive recommendations to Investment Managers and/or clients
- Participate in daily trading activities for discretionary, non-discretionary, and trust-based portfolios
- Adhere to and document compliance with Truist, SunTrust Advisory Services, and relevant regulatory policies and procedures
- Monitor client portfolios relative to investment policy statements and identify and address variances
- Assist with client onboarding and develop Investment Policy Statements
- Develop investment recommendations and transition new clients into ongoing portfolio management and communication cycles
- Prepare regular investment reviews and recommend, establish, monitor, and adjust investment strategies
- Attend client meetings, participate in presentations, and interact with Truist wealth teammates
- Actively engage in risk management
Requirements
What you’ll need- Bachelor’s degree in Business or a related field, or equivalent education and related training
- Series 65 licenses; candidates have 60 days from their Start Date to transfer, or 100 days from their Start Date to acquire all registrations and licenses required for the position
- Demonstrated understanding of the fundamentals of finance and investment theory
- Presentation skills
- Oral and written communication skills
- 2+ years of investment management, trading, or related experience
- Ability to work on complex projects with minimal supervision
- English language fluency required
- CFA certification or progress towards CFA preferred
- MBA or progress towards MBA preferred
- Additional professional designations such as CFP®, CIMA, or CAIA preferred
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401(k) plan
- At least 10 days of vacation during the first year of employment
- 10 sick days during the first year of employment
- Paid holidays
- Defined benefit pension plan (depending on position and division)
- Restricted stock units (depending on position and division)
- Deferred compensation plan (depending on position and division)