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Wealth Management Specialist

2 months ago

Lexington, Kentucky, United States Fifth Third Full time
About the Role

Fifth Third Bank is seeking a highly skilled Wealth Management Specialist to join our team. As a key member of our Private Bank, you will play a critical role in delivering exceptional client experiences and driving business growth.

Key Responsibilities
  • Sales and Business Development: Develop and prospect internal and external centers of influence to build and cultivate pipeline of new client opportunities.
  • Client Experience: Institute habits that ensure coordination of team in the consistent delivery of Private Bank experience standards.
  • Relationship Building: Collaborate with a customized team of specialists to deliver high-quality client service and ensure service standards and metrics are met.
  • Problem Solving: Resolve problems in a timely and effective manner, and provide clients with information regarding current trends and commands a thorough knowledge of investment products, trading strategies and market dynamics.
Requirements
  • Education: Bachelor's degree or equivalent work experience required. Business Administration, Finance, or Economics is preferred.
  • Certifications: CFP, CFA, or CPWA industry certification is preferred and will be required within 24 months (36 months for CFA) of start date.
  • Experience: Minimum of eight (8) years of successful sales/client service experience in financial services industry.
  • Skills: Strong interpersonal negotiation, verbal and written communication, and presentation skills. Demonstrated proficiency in delivery of branded presentations, materials and solutions.
About Fifth Third Bank

Fifth Third Bank is a leading financial institution committed to delivering exceptional client experiences and driving business growth. We are proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions.