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Fifth Third Bank - Private Banking
Wealth Management Advisor - Investment Executive
Lexington & Louisville
TITLE: Wealth Mgmt Advisor - C
DEPARTMENT: Private Bank
GENERAL FUNCTION: Serves as coordinator and trusted advisor for client relationships with more than $1MM in investable assets to ensure the Private Bank experience is delivered. Assembles and collaborates with a customized team of specialists to consistently deliver high-quality customer service and advice-based solutions that simplify financial complexity and achieve the client’s goals. Ensures service standards including execution and delivery are achieved. This position is paid via a commissioned basis.
DUTIES AND RESPONSIBILITIES:
Sales
• Prospects for clients in a New Business Development capacity by sourcing and building own pipeline of clients / opportunities.
• Targets and profiles clients who drive sales results in AUM, Brokerage, Private Bank, Insurance, Wealth Planning, Equity Risk Management.
• Effectively profiles client and identifies needs for LOB referrals and cross selling.
• Demonstrates highly developed sales client contact and relationship management skills.
• Obtains new clients through detailed, targeted business plans.
• Earns referrals from clients and Centers of Influence (COI) including the Commercial Division and 3rd party advisors (e.g. Attorney, accountant).
Client Experience
• Coordinates client relationship to ensure the Private Bank experience is delivered.
• Delivers advice-based solutions based on the value ladder and the FTBP story following our Life 360 processes in a consistent manner.
• Identifies, assembles and collaborates with a customized team of specialists to deliver high-quality client service.
• Ensures service standards and metrics are met based on needs, segmentation, asset allocation, and risk management.
• Delivers advanced planning techniques through knowledge of complex investment products and services.
• Coordinates and collaborates with client third party advisors (e.g., attorney, accountant).
• Partners and leverages internal and external service providers to optimize effectiveness and efficiency.
• Resolves problems as primary contact for client issues.
• Provides client with current trends and commands a thorough knowledge of investment products, trading strategies and market dynamics.
• Develops and executes an annual account plan appropriate for the service standards, including conducting quarterly/annual reviews and leveraging the appropriate specialists to ensure client needs are being met.
• Challenges and collaborates with the client to articulate and achieve their goals.
• Manages overall profitability of client relationship.
• Ensures process information recorded timely in CRM regarding status and activities.
• Drives continuous improvement by looking for ways to deepen relationship with client through all areas of Private Bank and other appropriate Bancorp channels.
• Coordinates as primary point of contact for COI within Bank.
• Demonstrates a superior ability to gather information, assesses alternatives, and makes sound recommendations while mitigating risk.
• Leads the 90-day client on-boarding process.
• Works in collaboration with team members to ensure alignment and exchange information and resources necessary to meet shared objectives.
• Champions the Bancorp Vision and Core Values through personal actions and leadership influence to promote high-performing work groups.
Other
• Experienced operating in an environment that stresses both individual accountability and team-based performance.
• Exhibits a sense of urgency and a continual drive to results coupled with an ability to partner effectively with management at all organizational levels.
• Displays the ability to be highly effective in a team-oriented environment and to build relationships based on added value, not title or authority.
• Supports a proven track record of successfully collaborating with and influencing management and peers to support growth and financial results.
SUPERVISORY RESPONSIBILITIES: None
KNOWLEDGE & SKILLS REQUIRED:
• BS/BA Business Administration, Finance, Economics is preferred.
• Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses (exception: 7 and 63 in Michigan and Ohio) are required.
• Completion AWMA certification within 18 months is required.
• CFP is preferred and CFA is encouraged.
• Brings a minimum of 8 years of successful sales/client service experience in financial services industry.
• Expands knowledge with current trends in Wealth Management and works with specialists to keep up-to-date on products and services.
• Demonstrates strong interpersonal negotiation, verbal and written communication, and presentation skills.
• Uses effective problem solving and analytical skills.
• Represents Private Bank within local community organizations.
Denver.Bowers@53.com
This position was posted on 11-10-2009 and was last updated 11-10-2009 at 09:17:26. To see more job postings by this user click here.
Related Jobs: Financial Advisor // Financial Advisor // Wealth Management Advisory, Execuitive-C // Wealth Management Advisor - Investment Executive // Registered Representative
Job Details
Company:
Fifth Third Bank - Private Banking
Title:
Wealth Management Advisor - Investment Executive
Location:
Lexington & Louisville
Description:
TITLE: Wealth Mgmt Advisor - C DEPARTMENT: Private Bank
GENERAL FUNCTION: Serves as coordinator and trusted advisor for client relationships with more than $1MM in investable assets to ensure the Private Bank experience is delivered. Assembles and collaborates with a customized team of specialists to consistently deliver high-quality customer service and advice-based solutions that simplify financial complexity and achieve the client’s goals. Ensures service standards including execution and delivery are achieved. This position is paid via a commissioned basis.
DUTIES AND RESPONSIBILITIES:
Sales
• Prospects for clients in a New Business Development capacity by sourcing and building own pipeline of clients / opportunities.
• Targets and profiles clients who drive sales results in AUM, Brokerage, Private Bank, Insurance, Wealth Planning, Equity Risk Management.
• Effectively profiles client and identifies needs for LOB referrals and cross selling.
• Demonstrates highly developed sales client contact and relationship management skills.
• Obtains new clients through detailed, targeted business plans.
• Earns referrals from clients and Centers of Influence (COI) including the Commercial Division and 3rd party advisors (e.g. Attorney, accountant).
Client Experience
• Coordinates client relationship to ensure the Private Bank experience is delivered.
• Delivers advice-based solutions based on the value ladder and the FTBP story following our Life 360 processes in a consistent manner.
• Identifies, assembles and collaborates with a customized team of specialists to deliver high-quality client service.
• Ensures service standards and metrics are met based on needs, segmentation, asset allocation, and risk management.
• Delivers advanced planning techniques through knowledge of complex investment products and services.
• Coordinates and collaborates with client third party advisors (e.g., attorney, accountant).
• Partners and leverages internal and external service providers to optimize effectiveness and efficiency.
• Resolves problems as primary contact for client issues.
• Provides client with current trends and commands a thorough knowledge of investment products, trading strategies and market dynamics.
• Develops and executes an annual account plan appropriate for the service standards, including conducting quarterly/annual reviews and leveraging the appropriate specialists to ensure client needs are being met.
• Challenges and collaborates with the client to articulate and achieve their goals.
• Manages overall profitability of client relationship.
• Ensures process information recorded timely in CRM regarding status and activities.
• Drives continuous improvement by looking for ways to deepen relationship with client through all areas of Private Bank and other appropriate Bancorp channels.
• Coordinates as primary point of contact for COI within Bank.
• Demonstrates a superior ability to gather information, assesses alternatives, and makes sound recommendations while mitigating risk.
• Leads the 90-day client on-boarding process.
• Works in collaboration with team members to ensure alignment and exchange information and resources necessary to meet shared objectives.
• Champions the Bancorp Vision and Core Values through personal actions and leadership influence to promote high-performing work groups.
Other
• Experienced operating in an environment that stresses both individual accountability and team-based performance.
• Exhibits a sense of urgency and a continual drive to results coupled with an ability to partner effectively with management at all organizational levels.
• Displays the ability to be highly effective in a team-oriented environment and to build relationships based on added value, not title or authority.
• Supports a proven track record of successfully collaborating with and influencing management and peers to support growth and financial results.
SUPERVISORY RESPONSIBILITIES: None
KNOWLEDGE & SKILLS REQUIRED:
• BS/BA Business Administration, Finance, Economics is preferred.
• Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses (exception: 7 and 63 in Michigan and Ohio) are required.
• Completion AWMA certification within 18 months is required.
• CFP is preferred and CFA is encouraged.
• Brings a minimum of 8 years of successful sales/client service experience in financial services industry.
• Expands knowledge with current trends in Wealth Management and works with specialists to keep up-to-date on products and services.
• Demonstrates strong interpersonal negotiation, verbal and written communication, and presentation skills.
• Uses effective problem solving and analytical skills.
• Represents Private Bank within local community organizations.
Compensation:
Contact:
Denver.Bowers@53.comThis position was posted on 11-10-2009 and was last updated 11-10-2009 at 09:17:26. To see more job postings by this user click here.
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