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Private Bank Client Advisor

2 months ago

Chicago, Illinois, United States Fifth Third Bank, N.A. Full time
About the Role

Fifth Third Bank, N.A. is seeking a highly skilled and experienced Wealth Management Advisor II to join our team. As a key member of our Private Bank, you will play a critical role in delivering exceptional client service 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.
  • Client Relationship Management: Collaborate with a customized team of specialists to deliver high-quality client service, ensuring service standards and metrics are met based on needs, segmentation, asset allocation, and risk management.
  • Problem-Solving and Analytical Skills: Utilize effective problem-solving and analytical skills to identify and refer opportunities providing for the utilization of advanced planning solutions.
Requirements
  • Education: Bachelor's degree or equivalent work experience required. Business Administration, Finance, or Economics is preferred.
  • Industry Certification: 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.
  • Professional Experience: Minimum of eight (8) years of successful sales/client service experience in financial services industry.
  • Technical Skills: Ability to use software including: Word, Excel, and PowerPoint, CRM or related systems.
Working Conditions

This position requires normal office environment with little exposure to dust, noise, temperature, and the like. Extended viewing of CRT screen.