Senior Investment Advisor

Senior Investment Advisor

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General Function :

Provides exemplary client service as the client facing investment expert for Private Bank clients. Primarily responsible for retaining existing client relationships and providing ongoing book support in partnership with the Private Bank team. Representative of Fifth Third's investment management philosophy and platform with ability to deliver Fifth Third's view of the economy and markets to clients, prospects, and business partners. Acts in partnership with the Wealth Management Advisor (WMA) to retain investment assets.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and helping clients achieve investment goals. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

Essential Duties And Responsibilities :

• Proactively communicates and collaborates with WMAs to retain and grow existing client relationships through ongoing relationship management, learning about client investment goals, and presenting proposals for investment management.
• Engages in ongoing, proactive client communications for all investment-related needs.
• Sets client goals and develops an Investment Policy Statement (IPS) for each client portfolio tied to each clients financial plan.
• Ensures that the construction and ongoing management of investment portfolios reflect the established IPS.
• Retains existing assets under management and supports growth of existing client assets through ongoing relationship management.
• Provides dedicated support during book transitions.
• Leverages internal investment support teams to assist with initial and ongoing portfolio construction.
• Maintains strong and proactive communication with clients and team members.
• Maintains awareness of the Investment Management Group (IMG) toolbox, techniques, products, and current strategy.
• Keeps informed of market trends and analyzes the effect of these trends on clients portfolios.
• Ensures adherence to Fifth Thirds investment policies and procedures.

Minimum Knowledge, Skills And Abilities Required :

Senior Investment Advisor Total Base Pay Range 119,500.00 - 256,900.00 USD Annual

At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.

The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and / or individual performance.

Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page.

Location Newport Beach, California 92660

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.