What are the responsibilities and job description for the Investment Banking Professional position at Fifth Third Bank?
Job Summary
We are seeking a skilled Investment Executive to join our team at Fifth Third Bank. In this role, you will be responsible for developing and implementing investment strategies for clients, as well as building and maintaining strong relationships with them.
Duties and Responsibilities
- Conduct client meetings to discuss investment goals and objectives
- Analyze market data and economic trends to provide informed advice to clients
- Develop and implement customized investment plans for clients
- Maintain accurate records of client interactions and transactions
- Collaborate with internal teams to identify new business opportunities
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses
- Minimum 3 years of experience in the financial services industry
- Proven track record of success in sales and client relationship management
- Excellent communication and interpersonal skills
