Fifth Third Wealth Advisors, Relationship Manager at Fifth Third Bank

Sewickley, Pennsylvania, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Banking, Wealth Management, Financial ServicesIndustries

Requirements

Minimum of 5-7 years of successful high net worth sales and client service experience in financial services and investment management industries
Thorough understanding of markets and investments
Excellent verbal and written communication skills
Strong organizational skills
Proficient at multi-tasking and meeting client deadlines
Extensive knowledge of the firm’s products and services
Maintains and continues to expand and leverage relationships with Centers of Influence
Demonstrated ability to work as a member of a team
Proven time management skills
A Series 65 license, 66 license or a qualifying designation (such as CFA, CFP, ChFC, CIC, and PFS) must be obtained within 90 days of start date
Some travel associated with client and prospect management may be necessary

Responsibilities

Acts as the primary contact for a designated group of clients and prospects which may involve working within a team led by a Managing Director (targeted relationships have $5 million or more of investible assets with a desired minimum of $2 million)
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures
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 firm's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types
Business Development (40%-80%): Identification, qualification and prospecting qualified fiduciary and investment management clients for the firm
Identify and cultivate lead sources, pursue networking opportunities through professional association contacts, and utilize available research and prospecting resources
Create and maintain a contact database and an active pipeline (30, 60, 90 days) for qualified prospects
Responsible for net AUM and revenue growth
Initiate and direct the preparation of marketing and presentation materials in conjunction with the marketing group and assemble the requisite firm resources to support the marketing and sales process
Relationship Management (20%-60%): Serves as the primary client facing professional for assigned relationships
Works with all team members to develop and maintain the appropriate asset allocations and relationship strategies
Develops customized investments solutions, as necessary, to expand the client relationships
While working with the team, has ultimate responsibility for each client’s experience

Skills

Business Development

Prospecting

Networking

Relationship Management

Asset Allocation

Investment Management

Fiduciary Services

Marketing

Sales

Fifth Third Bank

Provides banking, loans, and wealth management services

About Fifth Third Bank

Fifth Third Bank offers a variety of financial services, including personal and business banking, loans, mortgages, credit lines, and insurance products. Their services cater to individual consumers, small businesses, and commercial clients, providing comprehensive solutions for managing finances. The bank generates revenue through interest on loans, service fees, and commissions from insurance and investment products. Unlike many competitors, Fifth Third Bank emphasizes community engagement and financial education, providing resources to help clients improve their financial literacy. The goal of Fifth Third Bank is to support clients in achieving their financial objectives while fostering a strong connection with the communities they serve.

Cincinnati, OhioHeadquarters

1858Year Founded

IPOCompany Stage

Social Impact, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Paid Sick Leave

Paid Holidays

Performance Bonus

Flexible Work Hours

Risks

Rising interest rates may decrease demand for loans and mortgages.

Competition from fintechs like Robinhood threatens Fifth Third's wealth management sector.

Sophisticated cybersecurity threats pose risks to customer data and trust.

Differentiation

Fifth Third Bank offers comprehensive financial solutions for individuals and businesses.

The bank emphasizes community engagement and financial education for client empowerment.

It provides a wide range of insurance products, including life, health, and disability.

Upsides

Increased demand for digital banking boosts Fifth Third Bank's online service offerings.

Partnerships with fintech enhance technological capabilities and customer experience.

Growing interest in sustainable finance attracts environmentally conscious customers.

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