Senior Investment Advisor at Fifth Third Bank

Newport Beach, California, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Banking, Financial Services, Wealth ManagementIndustries

Requirements

BS/BA required (Business Administration, Finance, Economics preferred); advanced degree such as CFA, CFP, MBA likely
8+ years of clearly defined investment management experience focused on structuring portfolios that couple the firm’s investment approach with client goals
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

Responsibilities

Proactively communicates and collaborates with Wealth Management Advisors (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 portfolios
Ensures adherence to Fifth Third’s investment policies and procedures
Provides exemplary client service as the client facing investment expert for Private Bank clients; retains existing client relationships and provides ongoing book support in partnership with the Private Bank team
Represents Fifth Third’s investment management philosophy and platform; delivers 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, helping clients achieve investment goals, and ensuring actions drive a positive customer experience while operating within the Bank's risk appetite

Skills

Investment Management

Portfolio Management

Investment Policy Statement

Client Relationship Management

Financial Planning

Risk Management

Wealth Management

Market Analysis

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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