Job Description
Qualifications
Minimum Knowledge, Skills And Abilities required
BS/BA is required
Demonstrated proficiency in delivery of branded presentations, materials, and solutions
Demonstrated effective problem solving and analytical skills
Demonstrated successful independent decision-making abilities
Demonstrated advanced relationship management skills
Exhibits a sense of urgency and a continual drive to achieve results
Responsibilities
Provides exemplary client service as the client facing investment expert for Private Bank clients
Primarily responsible for retaining existing client relationships and providing ongoing book support in partnership with the Private Bank team
Representative of Fifth Third’s investment management philosophy and platform with ability to deliver Fifth Third’s view of the economy and markets to clients, prospects, and business partners
Acts in partnership with the Wealth Management Advisor (WMA) to retain investment assets
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and helping clients achieve investment goals
Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience
While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types
Proactively communicates and collaborates with WMAs to retain and grow existing client relationships through ongoing relationship management, learning about client investment goals, and presenting proposals for investment management
Engages in ongoing, proactive client communications for all investment-related needs
Sets client goals and develops an Investment Policy Statement (IPS) for each client portfolio tied to each client’s financial plan
Ensures that the construction and ongoing management of investment portfolios reflect the established IPS
Retains existing assets under management and supports growth of existing client assets through ongoing relationship management
Provides dedicated support during book transitions
Leverages internal investment support teams to assist with initial and ongoing portfolio construction
Maintains strong and proactive communication with clients and team members
Maintains awareness of the Investment Management Group (IMG) toolbox, techniques, products, and current strategy
Keeps informed of market trends and analyzes the effect of these trends on client's portfolios
Ensures adherence to Fifth Third’s investment policies and procedures
Job description
Make banking a Fifth Third better®
We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
General Function
Provides exemplary client service as the client facing investment expert for Private Bank clients. Primarily responsible for retaining existing client relationships and providing ongoing book support in partnership with the Private Bank team. Representative of Fifth Third’s investment management philosophy and platform with ability to deliver Fifth Third’s view of the economy and markets to clients, prospects, and business partners. Acts in partnership with the Wealth Management Advisor (WMA) to retain investment assets.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and helping clients achieve investment goals. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
Essential Duties And Responsibilities
• Proactively communicates and collaborates with WMAs to retain and grow existing client relationships through ongoing relationship management, learning about client investment goals, and presenting proposals for investment management.
• Engages in ongoing, proactive client communications for all investment-related needs.
• Sets client goals and develops an Investment Policy Statement (IPS) for each client portfolio tied to each client’s financial plan.
• Ensures that the construction and ongoing management of investment portfolios reflect the established IPS.
• Retains existing assets under management and supports growth of existing client assets through ongoing relationship management.
• Provides dedicated support during book transitions.
• Leverages internal investment support teams to assist with initial and ongoing portfolio construction.
• Maintains strong and proactive communication with clients and team members.
• Maintains awareness of the Investment Management Group (IMG) toolbox, techniques, products, and current strategy.
• Keeps informed of market trends and analyzes the effect of these trends on client's portfolios.
• Ensures adherence to Fifth Third’s investment policies and procedures.
Minimum Knowledge, Skills And Abilities required
• BS/BA is required. Business Administration, Finance, Economics is preferred; successful candidates are likely to have an advanced degree, such as a CFA, CFP, MBA.
• 8+ years of clearly defined investment management experience focused on structuring portfolios that couple the firm’s investment approach with client goals.
• Candidate should have excellent investment acumen, including sophisticated investments knowledge.
• Significant sales and client retention experience
• Experience excelling in an environment that stresses both individual accountability and team-based performance.
• Excellent interpersonal, verbal, and written communication, and presentation skills. Demonstrated proficiency in delivery of branded presentations, materials, and solutions.
• Demonstrated effective problem solving and analytical skills.
• Demonstrated successful independent decision-making abilities.
• Demonstrated advanced relationship management skills.
• Exhibits a sense of urgency and a continual drive to achieve results.
Senior Investment Advisor
LOCATION -- Louisville, Kentucky 40202
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, ****** orientation, gender identity, military status, veteran status or any other legally protected status.
Minimum Knowledge, Skills And Abilities required
BS/BA is required
Demonstrated proficiency in delivery of branded presentations, materials, and solutions
Demonstrated effective problem solving and analytical skills
Demonstrated successful independent decision-making abilities
Demonstrated advanced relationship management skills
Exhibits a sense of urgency and a continual drive to achieve results
Responsibilities
Provides exemplary client service as the client facing investment expert for Private Bank clients
Primarily responsible for retaining existing client relationships and providing ongoing book support in partnership with the Private Bank team
Representative of Fifth Third’s investment management philosophy and platform with ability to deliver Fifth Third’s view of the economy and markets to clients, prospects, and business partners
Acts in partnership with the Wealth Management Advisor (WMA) to retain investment assets
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and helping clients achieve investment goals
Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience
While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types
Proactively communicates and collaborates with WMAs to retain and grow existing client relationships through ongoing relationship management, learning about client investment goals, and presenting proposals for investment management
Engages in ongoing, proactive client communications for all investment-related needs
Sets client goals and develops an Investment Policy Statement (IPS) for each client portfolio tied to each client’s financial plan
Ensures that the construction and ongoing management of investment portfolios reflect the established IPS
Retains existing assets under management and supports growth of existing client assets through ongoing relationship management
Provides dedicated support during book transitions
Leverages internal investment support teams to assist with initial and ongoing portfolio construction
Maintains strong and proactive communication with clients and team members
Maintains awareness of the Investment Management Group (IMG) toolbox, techniques, products, and current strategy
Keeps informed of market trends and analyzes the effect of these trends on client's portfolios
Ensures adherence to Fifth Third’s investment policies and procedures
Job description
Make banking a Fifth Third better®
We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
General Function
Provides exemplary client service as the client facing investment expert for Private Bank clients. Primarily responsible for retaining existing client relationships and providing ongoing book support in partnership with the Private Bank team. Representative of Fifth Third’s investment management philosophy and platform with ability to deliver Fifth Third’s view of the economy and markets to clients, prospects, and business partners. Acts in partnership with the Wealth Management Advisor (WMA) to retain investment assets.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and helping clients achieve investment goals. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
Essential Duties And Responsibilities
• Proactively communicates and collaborates with WMAs to retain and grow existing client relationships through ongoing relationship management, learning about client investment goals, and presenting proposals for investment management.
• Engages in ongoing, proactive client communications for all investment-related needs.
• Sets client goals and develops an Investment Policy Statement (IPS) for each client portfolio tied to each client’s financial plan.
• Ensures that the construction and ongoing management of investment portfolios reflect the established IPS.
• Retains existing assets under management and supports growth of existing client assets through ongoing relationship management.
• Provides dedicated support during book transitions.
• Leverages internal investment support teams to assist with initial and ongoing portfolio construction.
• Maintains strong and proactive communication with clients and team members.
• Maintains awareness of the Investment Management Group (IMG) toolbox, techniques, products, and current strategy.
• Keeps informed of market trends and analyzes the effect of these trends on client's portfolios.
• Ensures adherence to Fifth Third’s investment policies and procedures.
Minimum Knowledge, Skills And Abilities required
• BS/BA is required. Business Administration, Finance, Economics is preferred; successful candidates are likely to have an advanced degree, such as a CFA, CFP, MBA.
• 8+ years of clearly defined investment management experience focused on structuring portfolios that couple the firm’s investment approach with client goals.
• Candidate should have excellent investment acumen, including sophisticated investments knowledge.
• Significant sales and client retention experience
• Experience excelling in an environment that stresses both individual accountability and team-based performance.
• Excellent interpersonal, verbal, and written communication, and presentation skills. Demonstrated proficiency in delivery of branded presentations, materials, and solutions.
• Demonstrated effective problem solving and analytical skills.
• Demonstrated successful independent decision-making abilities.
• Demonstrated advanced relationship management skills.
• Exhibits a sense of urgency and a continual drive to achieve results.
Senior Investment Advisor
LOCATION -- Louisville, Kentucky 40202
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, ****** orientation, gender identity, military status, veteran status or any other legally protected status.
💡 Quick Summary
Seeking a career-building opportunity? The Senior Investment Advisor position is now open for candidates interested in the Bank Jobs sector. This role in Lexington offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
