Manage an investment portfolio of assigned accounts for institutional clients with target client relationship size greater than $2 million with varying degrees of complexity and customization. This role also entails significant engagement in providing client service delivery, investment policy advisory and new business development. Operate within Federal Deposit Insurance Corporation (FDIC) and Securities & Exchange Commission (SEC) regulations.
If you’re interested in applying to be a Regional Institutional Portfolio Manager for BB&T, please contact:
Katie McCollum Honeycutt
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