Wealth Investment Portfolio Manager
- Employer
- BB&T Wealth
- Location
- Annapolis, Maryland (US)
- Salary
- Base + annual bonus (and possibly equity DOE)
- Closing date
- Mar 16, 2019
View more
- Job Function
- Investment Advisor/Consultant, Portfolio Management: Alternatives, Portfolio Management: Equities, Portfolio Management: Fixed Income, Portfolio Management: Multi-Asset, Relationship Management, Wealth Management
- Industry Sector
- Commercial Bank, Credit Union, Private Bank, Savings & Loan,
- Certifications
- Passed CFA Level I, Passed CFA Level II, Passed CFA Level III (Charter Pending), CFA Charterholder
- Employment Type
- Full Time
- Education
- Bachelors
Job Details
Manage the investment portfolio of assigned accounts. Support the investment sales efforts of BB&T Wealth by acquiring new investment management business and proactively assist in the management of existing Wealth and Trust relationships.
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.
1. Plan and execute day-to-day portfolio management for assigned accounts within the guidelines of BB&T policies and strategies.
2. Support the new business efforts of Wealth Advisors and Personal Trust Specialists in the marketing and selling of investment management and fiduciary services.
3. Proactively maintain contact and meet with existing clients to build positive account relationships, retain existing account assets, and expand existing relationships.
4. Consult with Wealth Advisors and Personal Trust Specialists to maintain awareness of all relevant facts concerning existing clients, accounts, and beneficiaries.
5. Keep abreast of economic, market and investment conditions.
6. Work with Wealth team members in formulating investment strategies aimed at capturing new investment assets.
7. Assist the Regional Director of Portfolio Management with training and development of other department personnel and with the supervision of other regional portfolio managers and administrative staff assigned to the department.
8. Operate within Federal Deposit Insurance Corporation (FDIC) regulations and regulations of all other relevant regulatory entities.
Required Skills and Competencies: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.
1. Bachelor's degree in Business or a related field, or equivalent education and related training
2. Ten years of progressively more responsible investment experience
3. Good written and verbal communication skills
4. Ability to work on complex projects with minimal supervision
5. Demonstrated leadership, personnel management, and project management skills
6. Demonstrated proficiency in basic computer applications such as Microsoft Office software products
7. Ability to travel, occasionally overnight
Desired Skills:
1. Master’s degree in Business or graduate degree in a related field
2. Chartered Financial Analyst (CFA) certification
3. Ten years of investment management experience
Company
As of September 30, 2016, BB&T is one of the largest financial services holding companies in the U.S. with $222.6 billion in assets and market capitalization of $30.6 billion. Based in Winston-Salem, N.C., the company operates 2,220 financial centers in 15 states and Washington, D.C., and offers a full range of consumer and commercial banking, securities brokerage, asset management, mortgage and insurance products and services. A Fortune 500 company, BB&T is consistently recognized for outstanding client satisfaction by the U.S. Small Business Administration, Greenwich Associates and others. BB&T also has been named one of the World's Strongest Banks by Bloomberg Markets Magazine, one of the top three in the U.S. and in the top 15 globally. More information about BB&T and its full line of products and services is available at www.BBT.com.
- Location
-
200 S College Street
18th Floor
Charlotte
NC
28202
US
Sign in to create job alerts
Sign in or create an account to start creating job alerts and receive personalised job recommendations straight to your inbox.
Create alert