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About the Role

Provides exemplary client service as the client-facing investment expert for Private Bank clients, primarily focused on growing Assets Under Management (AUM) through business development activities in partnership with the Private Bank team. Represents Fifth Third’s investment management philosophy and platform, delivering the bank's view of the economy and markets to clients, prospects, and business partners. Partners with the Wealth Management Advisor (WMA) to retain and attract new investment assets.

Responsibilities

Proactively communicates and collaborates with WMAs to acquire new investment-related business opportunities.
Serves and expands investment relationships with existing clients by meeting with prospects and engaging in client-acquisition activities.
Learns about client investment goals and presents 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 the construction and ongoing management of investment portfolios reflect the established IPS.
Achieves annual sales goal by supporting the acquisition of new households and retaining existing assets under management.
Actively networks internally and externally to support business growth.
Leverages internal investment support teams for 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 their effect on client portfolios.
Ensures adherence to Fifth Third’s investment policies and procedures.

Requirements

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.
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.

Skills

Interpersonal skills
Verbal communication skills
Written communication skills
Presentation skills

Location

San Francisco, California 94111

Work Type

Full-time

Experience Level

8+ years

Education Level

BS/BA required
Business Administration, Finance, or Economics preferred
Advanced degree such as CFA, CFP, or MBA is likely for successful candidates

Salary/Compensations

Total Base Pay Range 121,900.00 - 262,100.00 USD Annual
Eligible to participate in an incentive compensation plan

Benefits

Comprehensive benefits
Differentiated compensation offerings
Incentive compensation plan
Programs designed to support individual needs encompassing physical, financial, emotional and social well-being

About the Company

Fifth Third Bank is a bank that’s as long on innovation as it is on history.
Since 1858, we’ve been helping individuals, families, businesses and communities grow through smart financial services that improve lives.
With a commitment to taking care of our customers, employees, communities and shareholders, our goal is not only to be the nation’s highest performing regional bank, but to be the bank people most value and trust.

Equal Opportunity

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.