Senior Investment Advisor

Fifth Third Bancorp
Los Angeles
Workplace: OnsiteFull timeUSD 121,900 - 262,100 annuallyFunction: Capital Markets, Trading & QuantExperience: 8+ yearsEducation: bachelorsSkills: ["Client service","Risk awareness","Analytical skills","Problem solving","Relationship management","Independent decision-making","Communication","Presentation","Sales","Urgency"]

Serve as the Private Bank client-facing investment expert, partnering with Wealth Management Advisors to grow and retain investment assets. Meet prospects, present proposals, communicate ongoing investment needs, and develop client Investment Policy Statements to guide portfolio construction and management. Achieve annual sales goals through acquisition of new households and retention of AUM, while staying current on market trends and ensuring adherence to investment policies and risk management.

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Fifth Third Bancorp
Fifth Third Bancorp
12 hours ago

Senior Investment Advisor

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Last checked: 12 hours agoStatus: Live

Job Summary

Serve as the Private Bank client-facing investment expert, partnering with Wealth Management Advisors to grow and retain investment assets. Meet prospects, present proposals, communicate ongoing investment needs, and develop client Investment Policy Statements to guide portfolio construction and management. Achieve annual sales goals through acquisition of new households and retention of AUM, while staying current on market trends and ensuring adherence to investment policies and risk management.
Location: Los Angeles
Workplace: Onsite
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant
Seniority: Mid level

Key Responsibilities

  • •Provide exemplary client service as the investment expert for Private Bank clients, supporting growth of AUM in partnership with the Private Bank team.
  • •Acquire and expand investment relationships by meeting with prospects, presenting proposals, and engaging in client-acquisition activities.
  • •Set client goals and develop an Investment Policy Statement (IPS) aligned to each client’s financial plan.
  • •Ensure portfolios are constructed and managed in line with the IPS and maintain adherence to investment policies and procedures.
  • •Monitor market trends, analyze impacts on client portfolios, and communicate investment needs proactively with clients, prospects, and team members.

Pay and Benefits

Salary: USD 121,900 - 262,100 annually

Key Requirements

  • •BS/BA required; Business Administration, Finance, or Economics preferred (advanced degree and/or CFA/CFP/MBA preferred).
  • •8+ years of clearly defined investment management experience structuring portfolios tied to client goals.
  • •Excellent investment acumen and sophisticated investments knowledge.
  • •Significant sales and client retention experience.
  • •Strong interpersonal, verbal, and written communication with presentation and independent decision-making skills.
Experience:8+ yearsInvestment managementPrivate bankingWealth management
Education:Bachelor's in Business Administration, Finance, Economics
Skills:Client serviceRisk awarenessAnalytical skillsProblem solvingRelationship managementIndependent decision-makingCommunicationPresentationSalesUrgency
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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