Wealth Management Specialist
5 days ago
Fifth Third Bank 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 a 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 market dynamics.
- Process Management: Manage overall profitability of client relationships and ensure process information is recorded timely in CRM.
- 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 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.
Fifth Third Bank is a leading financial institution committed to delivering exceptional client service 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.
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