Wealth Management Specialist

5 days ago

Dayton, Ohio, United States Fifth Third Full time

Transforming Banking Experiences

We connect exceptional professionals with opportunities to excel in the financial services industry. Are you ready to take your career to the next level? Discover a challenging and rewarding role at Fifth Third Bank.

Key Responsibilities:

Sales and Client Development:

  • Develop and nurture relationships with internal and external centers of influence to build a pipeline of new client opportunities.
  • Utilize the Life360 Discovery process to profile clients and identify their needs, resulting in increased assets under management, loans, deposits, estate planning, and wealth planning.
  • Act as the core team member for One Bank to identify opportunities with new and existing bank customers, continually monitoring and evaluating client needs to expand and deepen household relationships.
  • Demonstrate proficiency in consultative and advice-driven sales, managing the execution of client service standards to develop and retain lasting client relationships.
  • Develop and strategically execute a personal business plan to achieve defined revenue and business objectives.

Client Experience:

  • Institute habits that ensure coordination of the team in the consistent delivery of Private Bank experience standards.
  • Utilize the Life360 process when working with team members to deliver advice-based solutions.
  • Collaborate with a customized team of specialists to deliver high-quality client service.
  • Ensure service standards and metrics are met based on client needs, segmentation, asset allocation, and risk management.
  • Identify and refer opportunities for the utilization of advanced planning solutions.
  • Coordinate and collaborate with client third-party advisors (e.g., attorney, accountant) to ensure synergy of advisors' recommendations, consistent with client goals.
  • Partner and leverage internal and external service providers to optimize effectiveness and efficiency.
  • As the primary contact, resolve problems in a timely and effective manner.
  • Provide clients with information regarding current trends and command a thorough knowledge of investment products, trading strategies, and market dynamics.
  • Accountable for the organization, development, and execution of client reviews that meet service standards to ensure client needs are being met.
  • Manage overall profitability of client relationships.
  • Ensure process information is recorded timely in CRM regarding status and activities.
  • Drive continuous improvement by looking for ways to deepen relationships with clients through all areas of Private Bank and other appropriate Bancorp channels.
  • Act as the primary point of contact for COI within the Bank.
  • Accountable for the implementation of recommendations delivered to clients.
  • Lead the 90-day client onboarding process.
  • Work in collaboration with team members to ensure alignment and exchange information and resources necessary to meet shared objectives.
  • Address developmental needs and knowledge gaps as requested by the manager and the Private Bank.
  • Champion the Bancorp Vision and Core Values through personal actions and leadership influence to promote high-performing work groups.

Other:

  • Experienced operating in an environment that stresses both individual accountability and team-based performance.
  • Exhibit a sense of urgency and a continual drive to results, coupled with the ability to partner effectively with management at all organizational levels.
  • Display the ability to be highly effective in a team-oriented environment and build relationships based on added value, not title or authority.
  • Support a proven track record of successfully collaborating with and influencing management and peers to support growth and financial results.
  • Actively participate within professional and community organizations.
  • Actively network and effectively build relationships internally and externally of the Bank.

Minimum Knowledge, Skills, and Abilities Required:

  • Bachelor's degree or equivalent work experience required. Business Administration, Finance, or Economics is preferred.
  • CFP, CFA, or CPWA industry certification is preferred and will be required within 24 months (36 months for CFA) of start date to align with 5/3 Private Bank practice management requirements.
  • Appropriate state life and Health insurance licenses are required in accordance with licensing guidelines.
  • Minimum of eight (8) years of successful sales/client service experience in the financial services industry.
  • Stay abreast and informed of regulatory and governmental changes that impact clients. Work with specialists to keep up-to-date on services and solutions.
  • Demonstrate strong interpersonal negotiation, verbal and written communication, and presentation skills. Demonstrated proficiency in delivery of branded presentations, materials, and solutions.
  • Use effective problem-solving and analytical skills.
  • Computer/Technical: Ability to use software including: Word, Excel, and PowerPoint, CRM or related systems.
  • This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

Working Conditions:

  • Normal office environment with little exposure to dust, noise, temperature, and the like.
  • Extended viewing of CRT screen.

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