- Truist (Savannah, GA)
- …This position will be in-office serving virtual clients. Serve as primary relationship manager for a portfolio of financially complex client relationships within ... time to time. 1. Serve as the primary relationship manager for a portfolio of mass affluent...in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst . (CFA), Accredited Asset Management Specialist AAMS(R) , Certified… more