What are the responsibilities and job description for the Senior Investment Advisor position at Fifth Third Bank?
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GENERAL FUNCTION :
Provides exemplary client service as the client facing investment expert for Private Bank clients. Primarily responsible for retaining existing client relationships and providing ongoing book support 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 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.
ESSENTIAL DUTIES AND RESPONSIBILITIES :
- Proactively communicates and collaborates with 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's portfolios.
- Ensures adherence to Fifth Third's investment policies and procedures.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIESREQUIRED
Senior Investment Advisor
LOCATION Louisville, Kentucky 40202
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
