The posting
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.
ABOUT THE ROLE:
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. Represents Fifth Third’s investment management philosophy and platform, delivering Fifth Third’s view of the economy and markets to clients, prospects, and business partners.
YOUR RESPONSIBILITIES:
The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities.
- Client Relationship Management: 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.
- Client Communication: Engages in ongoing, proactive client communications for all investment-related needs.
- Investment Policy Statement Development: Sets client goals and develops an Investment Policy Statement (IPS) for each client portfolio tied to each client’s financial plan.
- Portfolio Management: Ensures that the construction and ongoing management of investment portfolios reflect the established IPS.
- Asset Retention and Growth: Retains existing assets under management and supports growth of existing client assets through ongoing relationship management.
- Support for Senior Investment Advisors: Assists Senior Investment Advisors (SIAs) with client relationships.
- Client Relationship Transitions: Provides dedicated support during client relationship transitions.
- Internal Team Collaboration: Leverages internal investment support teams to assist with initial and ongoing portfolio construction.
- Team Communication: Maintains strong and proactive communication with clients and team members.
- Investment Management Group Awareness: Maintains awareness of the Investment Management Group (IMG) toolbox, techniques, products, and current strategy.
- Market Trend Analysis: Keeps informed of market trends and analyzes the effect of these trends on client's portfolios.
- Policy Adherence: Ensures adherence to Fifth Third’s investment policies and procedures.
- Other Duties: Performing other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team’s and the company’s mission.
MINIMUM REQUIREMENTS:
- Bachelor’s degree; major in Finance, Accounting, Economics, or Business Administration preferred.
- Seven or more years of professional experience; money management, investment research or financial services experience preferred.
REQUIRED SKILLS:
Qualified candidates will possess an advanced degree of proficiency (typically from 7+ years of work or practical experience) in:
- Communication: Excellent interpersonal, written and verbal communication skills, and presentation skills.
- Relationship Management: Experience excelling in environments that stress both individual accountability and team-based performance.
- Software Proficiency: Proficient in the use of Microsoft Office software including Word, Excel PowerPoint, and CoPilot.
SKILLS FOR SUCCESS:
Qualified candidates will possess an advanced degree of proficiency (typically from 7+ years of work or practical experience) across a suite of skills including, but not limited to:
- Investment Management: Clearly defined experience in structuring portfolios aligned with client goals and firm approach.
- Team Collaboration: Works effectively with internal and external partners to achieve shared goals and support client needs.
- Strategy Knowledge: In-depth knowledge of the firm’s investment strategies, products, and portfolio construction methodologies.
- Problem Solving & Analytical Thinking: Applies strong analytical skills to evaluate investment options, solve complex client challenges, and make data-informed decisions.
- Organization: Demonstrates exceptional organizational skills to manage multiple client accounts and priorities efficiently.
- Adaptability: Adapts quickly to changing priorities, market conditions, and client needs with a flexible and proactive approach.
DOING THE RIGHT THING:
Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets—including you.
Investment Advisor
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.
LOCATION -- Cincinnati, Ohio 45202
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes – no matter how they are submitted – will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
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, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
