Trust Advisor

Fifth Third Bank•Cincinnati, OH

1d•Onsite

About The Position

Provides exemplary client service as the client-facing fiduciary expert for Private Bank clients. Primarily responsible for managing and growing trust relationships while ensuring high-quality fiduciary administration and compliance. Partners closely with the Private Bank team to deliver integrated advice aligned to each client’s estate plans, financial goals, and long-term objectives, while representing Fifth Third’s fiduciary capabilities and strategy.

Requirements

Bachelor’s degree in Finance, Accounting, Law, or a related field or equivalent experience.
Seven or more years of professional experience; trust and estate administration or financial services experience preferred.
Excellent interpersonal, written and verbal communication skills, and presentation skills.
Ability to build trust and maintain strong client relationships in a team-based environment.
Growing understanding of regulatory requirements and ability to manage risk within fiduciary frameworks.

Nice To Haves

Understanding of trust structures, estate planning concepts, and fiduciary solutions aligned to client needs.
Works effectively across Private Bank and enterprise partners to deliver integrated client solutions.
Applies critical thinking and fiduciary judgment to navigate complex client situations and make informed decisions.
Demonstrates a strong commitment to delivering a best-in-class client experience and driving retention.
Ability to manage multiple client relationships and administrative responsibilities effectively.
Responds effectively to evolving client needs, regulatory expectations, and business priorities.

Responsibilities

Proactively builds and deepens client relationships by serving as a trusted fiduciary advisor, understanding client objectives, and delivering tailored trust and estate solutions.
Engages in ongoing, proactive communication regarding fiduciary strategies, trust administration, and estate planning considerations.
Advises on trust and estate structures, integrating fiduciary solutions with broader financial plans and client goals.
Oversees trust accounts to ensure proper administration, adherence to governing documents, and compliance with legal and regulatory requirements.
Reviews and interprets estate planning documents to ensure accurate execution of fiduciary responsibilities and client intent.
Identifies opportunities to expand and deepen fiduciary relationships through trust optimization strategies and proactive client engagement.
Partners with Private Bank teams to support business development, including participation in client presentations and fiduciary solutioning.
Ensures adherence to fiduciary standards, internal policies, and regulatory requirements while actively managing risk.
Coordinates with internal partners (tax, legal, operations, and banking teams) to deliver comprehensive fiduciary solutions.
Identifies at-risk relationships and proactively resolves client concerns to enhance satisfaction and retention.
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.