Investment Advisor
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ABOUT THE ROLE:
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. Represents Fifth Third’s investment management philosophy and platform, delivering Fifth Third’s view of the economy and markets to clients, prospects, and business partners.
YOUR RESPONSIBILITIES:
The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities.
- Client Relationship Management: 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.
- Client Communication: Engages in ongoing, proactive client communications for all investment-related needs.
- Investment Policy Statement Development: Sets client goals and develops an Investment Policy Statement (IPS) for each client portfolio tied to each client’s financial plan.
- Portfolio Management: Ensures that the construction and ongoing management of investment portfolios reflect the established IPS.
- Asset Retention and Growth: Retains existing assets under management and supports growth of existing client assets through ongoing relationship management.
- Support for Senior Investment Advisors: Assists Senior Investment Advisors (SIAs) with client relationships.
- Client Relationship Transitions: Provides dedicated support during client relationship transitions.
- Internal Team Collaboration: Leverages internal investment support teams to assist with initial and ongoing portfolio construction.
- Team Communication: Maintai...
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