Senior Investment Advisor
Fifth Third Bank
full-time
Posted on:
Location Type: Office
Location: Newport Beach • California • 🇺🇸 United States
Visit company websiteSalary
💰 $119,500 - $256,900 per year
Job Level
Senior
About the role
- Provides exemplary client service as the client facing investment expert for Private Bank clients
- Retain existing client relationships and provide ongoing book support in partnership with the Private Bank team
- Represent Fifth Third’s investment management philosophy and deliver the bank’s view of the economy and markets to clients, prospects, and business partners
- Act in partnership with the Wealth Management Advisor (WMA) to retain investment assets
- Set client goals and develop an Investment Policy Statement (IPS) for each client portfolio tied to each client’s financial plan
- Ensure construction and ongoing management of portfolios reflect the established IPS
- Provide dedicated support during book transitions and leverage internal investment support teams for portfolio construction
- Maintain strong and proactive communication with clients and team members and keep informed of market trends
- Ensure adherence to Fifth Third’s investment policies and procedures and manage risk by identifying, assessing, and reporting concerns
Requirements
- BS/BA is required
- Business Administration, Finance, Economics preferred
- Advanced degree likely (CFA, CFP, MBA preferred)
- 8+ years of clearly defined investment management experience focused on structuring portfolios
- Excellent investment acumen and sophisticated investments knowledge
- Significant sales and client retention experience
- Experience excelling in an environment stressing individual accountability and team-based performance
- Excellent interpersonal, verbal, and written communication, and presentation skills
- Demonstrated proficiency in delivery of branded presentations, materials, and solutions
- Demonstrated effective problem solving and analytical skills
- Demonstrated successful independent decision-making abilities
- Demonstrated advanced relationship management skills
- Exhibits a sense of urgency and a continual drive to achieve results
Benefits
- Total Rewards include comprehensive benefits and differentiated compensation offerings
- Eligible to participate in an incentive compensation plan (based on company, line of business and/or individual performance)
- Extensive benefits programs designed to support physical, financial, emotional and social well-being
- Base salary within stated range
- Access to benefits information via company careers page
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
investment managementportfolio constructionInvestment Policy Statement (IPS)financial planninginvestment acumensophisticated investments knowledgeproblem solvinganalytical skillsdecision-making
Soft skills
client serviceclient retentioninterpersonal skillsverbal communicationwritten communicationpresentation skillsrelationship managementsense of urgencydrive to achieve results
Certifications
CFACFPMBA