- Truist (Charlotte, NC)
- …following job description:** Manage a portfolio of physicians in the Medical Specialty Group. Develops and deepens relationships through proactive financial ... consulting for all clients. Typically manages a portfolio of Medical physicans with total loans and deposits of more than $45MM. Produces ≥$3MM in revenue and more… more
- Truist (Charlotte, NC)
- …office location 4 days a week. Location: 214 N. Tryon Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high ... net-worth clients. Closely works with assigned advisor (s) to meet the needs and objectives of the...director. 9. Serve as the on-site local contact for wealth support advisory org teammates and leadership. 10. Maintain… more
- Truist (Charlotte, NC)
- …Privately Held Investment Officers. Help coordinate with other members of the Wealth team (Advisors, Planners, etc.) and outside vendors to render an extraordinarily ... high level of asset management service to our Wealth Clients. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job.… more