Senior Investment Advisor

Fifth Third Bancorp
Houston
Workplace: OnsiteFull timeFunction: Capital Markets, Trading & QuantExperience: 8+ yearsEducation: bachelorsSkills: ["Client service","Interpersonal communication","Presentation skills","Problem-solving","Relationship management","Analytical skills","Independent decision-making","Accountability"]

Serve as the client-facing investment expert for Private Bank clients, partnering with Wealth Management Advisors to grow and retain investment assets (AUM). Drive business development by meeting prospects, presenting proposals, and maintaining proactive investment communications. Build and manage client portfolios through an Investment Policy Statement (IPS), analyze market trends, and ensure portfolios and practices align with investment policies, procedures, and risk expectations.

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Fifth Third Bancorp
Fifth Third Bancorp
1 week 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 investment assets (AUM). Drive business development by meeting prospects, presenting proposals, and maintaining proactive investment communications. Build and manage client portfolios through an Investment Policy Statement (IPS), analyze market trends, and ensure portfolios and practices align with investment policies, procedures, and risk expectations.
Location: Houston
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.
  • •Grow AUM through business development activities while supporting acquisition and retention of assets.
  • •Develop client goals and create an Investment Policy Statement (IPS), then ensure portfolio construction and ongoing management follow the IPS.
  • •Communicate proactively with clients and prospects on investment needs and present proposals for investment management.
  • •Keep portfolios aligned with Fifth Third investment policies and stay informed of market trends to analyze their impact on client portfolios.

Key Requirements

  • •BS/BA required; Business Administration, Finance, or Economics preferred.
  • •8+ years of investment management experience structuring portfolios aligned with client goals.
  • •Significant sales and client retention experience.
  • •Excellent investment acumen with sophisticated investments knowledge.
  • •Excellent interpersonal, communication, presentation, analytical/problem-solving, and relationship management skills.
Experience:8+ years
Education:Bachelor's in Business Administration, Finance, Economics
Skills:Client serviceInterpersonal communicationPresentation skillsProblem-solvingRelationship managementAnalytical skillsIndependent decision-makingAccountability
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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