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Senior Trust Advisor

2 months ago

Cleveland, United States Fifth Third Full time

Wealth Management Advisor- II UL page is loaded

Wealth Management Advisor- II UL

Apply

locations

Cleveland, OH

time type

Full time

posted on

Posted 3 Days Ago

job requisition id

R44984

Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION:

Serve as Trust Advisor for clients with more than $5MM in investable assets Work with Private Bank Team to identify fiduciary opportunities and solutions Work with Private Bank Team to implement fiduciary strategies Serve as a Trusted Advisor by developing close, personal relationships with the clients and their families, anticipating clients’ wealth planning and Private Bank service needs and coordinating external and internal advisors to accomplish Actively participate with the Private Bank team to develop, interpret, communicate an facilitate complex estate planning matters as part of the advice-based solutions presented to clients Advise 50- 75 households comprised of approximately 250- 300 accounts ESSENTIAL DUTIES AND RESPONSIBILITIES: On behalf of Fifth Third Bank as Trustee understand and administer fiduciary accounts in accordance with the governing documents for trusts over $1MM Ensure adherence to all fiduciary rules, regulations and internal governance throughout the administration of the trust Cultivate relationships with local centers of influence including attorneys and accountants to identify both current and future opportunities for Fifth Third Bank to serve as Trustee, Successor Trustee, Executor or Personal Representative. Generate

new fiduciary and Private Bank IM&T Manage the due diligence process on all new fiduciary appointments Demonstrate sound complex decision making skills Maintain knowledge of current trends and changes in the industry with regard to fiduciary matters (e.g. estate planning and probate, estate, gift and income tax planning, guardianships, special needs trust, state-specific laws) Develop subject matter expertise in fiduciary related areas Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. 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.

MINIMUM KNOWLEDGE, SKILLS AND ABILITES REQUIRED Bachelor’s degree required Graduate degree (JD,MBA) preferred Professional designee (CTFA or similar) 10 years of demonstrated fiduciary client service/sales Advanced knowledge of trust administration, estate planning strategies, and income and estate tax matters Wealth Management Advisor- II ULLOCATION -- Cleveland, Ohio 44114

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. Similar Jobs (1)

Sr. Wealth Management Advisor (Business Development)

locations

Cleveland, OH

time type

Full time

posted on

Posted 30+ Days Ago

Join Our Talent Network

Introduce yourself to our team to stay connected on future opportunities. We look forward to finding the right place for you. Are you ready to take the next step? About Us

Fifth Third Bank, National Association is one of the top-performing banks in the country, with a history that spans more than 150 years. We’ve staked our claim on looking at things differently to make banking a Fifth Third better. This applies to our relationships with customers and employees alike.

We employ about 18,000 people while offering: • A chance for employees to build their future, with supportive career development and comprehensive health and financial wellness programs. • An environment where we win together by celebrating achievements and working collaboratively. • An opportunity to make a difference in a positive and lasting way. Everything we do is geared toward improving lives.

We’re proud that Fifth Third is a warm and caring place to grow – as a customer and as a team member.

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