or International Equivalent Five (5) years applicable knowledge or experience in investment/portfolio management, brokerage, finance..., or Certified Investment Management Analyst (CIMA) Skills and Competencies Analytical, organization and presentation skills...
Regions Bank. 3. Advanced knowledge of a broad range of personal financial planning/advisory/insurance and investment management/asset... relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment...
Truist