Senior Investment Advisor

Fifth Third Bank•Columbus, OH

58d

About The Position

Provides exemplary client service as the client facing investment expert for Private Bank clients. Primarily focused on growing AUM through business development activities 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 and attract new 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.

Requirements

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.

Responsibilities

Proactively communicates and collaborates with WMAs to acquire new investment-related business opportunities while serving and expanding investment relationships with existing clients by meeting with prospects and engaging in other client-acquisition activities, 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.
Achieves annual sales goal by supporting acquisition of new households and retain existing assets under management.
Actively networks internally and externally in support of the growth of the business.
Leverages internal investment support teams to assist with initial and ongoing portfolio construction.
Maintains strong and proactive communication with clients, prospects, 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.