Senior Investment Advisor

Fifth Third Bancorp
San Antonio
Workplace: OnsiteFull timeFunction: SalesExperience: 8+ yearsEducation: bachelorsSkills: ["Client service","Relationship management","Communication","Presentation","Analytical problem-solving","Independent decision-making","Risk awareness","Networking"]

Serve as the client-facing investment expert for Private Bank clients, partnering with Wealth Management Advisors to grow and retain assets under management. Drive new investment-related business opportunities through prospecting, relationship building, proposals, and ongoing client communications. Develop portfolios aligned to each client’s Investment Policy Statement and goals, using market trend analysis and internal investment support to achieve sales targets while operating within risk appetite.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Senior Investment Advisor

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Job Summary

Serve as the client-facing investment expert for Private Bank clients, partnering with Wealth Management Advisors to grow and retain assets under management. Drive new investment-related business opportunities through prospecting, relationship building, proposals, and ongoing client communications. Develop portfolios aligned to each client’s Investment Policy Statement and goals, using market trend analysis and internal investment support to achieve sales targets while operating within risk appetite.
Location: San Antonio
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Proactively communicate and collaborate with Wealth Management Advisors to acquire new investment business opportunities and expand relationships with existing clients.
  • •Engage in ongoing client communications for investment needs, meeting prospects and presenting proposals for investment management.
  • •Set client goals and develop an Investment Policy Statement (IPS) for each portfolio tied to the client’s financial plan.
  • •Ensure portfolio construction and ongoing management reflect the IPS and adheres to Fifth Third investment policies and procedures.
  • •Achieve annual sales goals by supporting acquisition of new households and retaining assets under management through networking and use of internal investment support teams.

Key Requirements

  • •BS/BA required; Business Administration, Finance, or Economics preferred, with an advanced degree such as an MBA likely.
  • •8+ years of investment management experience structuring portfolios aligned to the firm’s approach and client goals.
  • •Significant sales and client retention experience, including thriving with individual accountability and team-based performance.
  • •Excellent investment acumen with sophisticated investments knowledge, plus strong interpersonal and communication skills for client presentations.
  • •Demonstrated advanced relationship management, problem solving, analytical skills, and independent decision-making.
Experience:8+ yearsInvestment managementPrivate bankingWealth management
Education:Bachelor's in Business Administration, Finance, Economics
Skills:Client serviceRelationship managementCommunicationPresentationAnalytical problem-solvingIndependent decision-makingRisk awarenessNetworking
Certifications:CFACFP

Company Brief

Fifth Third Bancorp
Fifth Third Bancorp is a diversified bank holding company offering consumer, commercial, and wealth management services. Through its banking subsidiaries, it provides deposits, lending, treasury management, payments, and investment solutions across the Midwest and Southeast.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Cincinnati, United States
Founded: 1858
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