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Wealth Management Specialist
2 months ago
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 execute a personal business plan to achieve defined revenue and business objectives, focusing on building and cultivating pipeline of new client opportunities.
- Client Experience: Institute habits that ensure coordination of team in the consistent delivery of Private Bank experience standards, utilizing the Life360 process to deliver advice-based solutions.
- Team Collaboration: Collaborate with a customized team of specialists to deliver high-quality client service, ensuring service standards and metrics are met based on client needs, segmentation, asset allocation, and risk management.
- Client Relationship Management: Accountable for the organization, development, and execution of client reviews, ensuring client needs are being met, and utilizing the Life360 process to continually challenge and collaborate with clients to articulate and achieve their goals.
- Risk Management: Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined.
- Education: Bachelor's degree or equivalent work experience required, with a preference for Business Administration, Finance, or Economics.
- Certifications: CFP, CFA, or CPWA industry certification preferred and required within 24 months of start date.
- Experience: Minimum of eight (8) years of successful sales/client service experience in the financial services industry.
- Skills: Strong interpersonal, negotiation, verbal and written communication, and presentation skills, with demonstrated proficiency in delivery of branded presentations, materials, and solutions.
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.
