Trust Advisor

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ABOUT THE ROLE:

Provides exemplary client service as the client-facing fiduciary expert for Private Bank clients. Primarily responsible for managing and growing trust relationships while ensuring high-quality fiduciary administration and compliance. Partners closely with the Private Bank team to deliver integrated advice aligned to each client's estate plans, financial goals, and long-term objectives, while representing Fifth Third's fiduciary capabilities and strategy.

Please see below for specific responsibilities and requirements for this role.

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 builds and deepens client relationships by serving as a trusted fiduciary advisor, understanding client objectives, and delivering tailored trust and estate solutions.

+ Client Communication:
Engages in ongoing, proactive communication regarding fiduciary strategies, trust administration, and estate planning considerations.

+ Fiduciary Strategy Development:
Advises on trust and estate structures, integrating fiduciary solutions with broader financial plans and client goals.

+ Trust Administration Oversight:
Oversees trust accounts to ensure proper administration, adherence to governing documents, and compliance with legal and regulatory requirements.

+ Estate Document Interpretation:
Reviews and interprets estate planning documents to ensure accurate execution of fiduciary responsibilities and client intent.

+ Asset Retention and Growth:
Identifies opportunities to expand and deepen fiduciary relationships through trust optimization strategies and proactive client engagement.

+ New Business Support:
Partners with Private Bank teams to support business development, including participation in client presentations and fiduciary solutioning.

+ Risk and Compliance Management:
Ensures adherence to fiduciary standards, internal policies, and regulatory requirements while actively managing risk.

+ Internal Team

Collaboration:

Coordinates with internal partners (tax, legal, operations, and banking teams) to deliver comprehensive fiduciary solutions.

+ Client Issue Resolution:
Identifies at-risk relationships and proactively resolves client concerns to enhance satisfaction and retention.

+ Other Duties:
Performing other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team's and the company's mission.

MINIMUM REQUIREMENTS:

+ Bachelor's degree in Finance, Accounting, Law, or a related field or equivalent experience.

+ Seven or more years of professional experience; trust and estate administration or financial services experience preferred.

REQUIRED SKILLS:

Qualified candidates will possess an intermediate degree of proficiency (typically from 7+ years of work or practical experience), in:

+ Communication:
Excellent interpersonal, written and verbal communication skills, and presentation skills.

+ Relationship Management:
Ability to build trust and maintain strong client relationships in a team-based environment.

+ Risk Management & Compliance:
Growing understanding of regulatory requirements and ability to manage risk within fiduciary frameworks.

SKILLS FOR SUCCESS:

Qualified candidates will possess an intermediate degree of proficiency (typically from 7+ years of work or practical experience), across a suite of skills including, but not limited to:

+ Fiduciary Strategy:
Understanding of trust structures, estate planning concepts, and fiduciary solutions aligned to client needs.

+ Team

Collaboration:

Works effectively across Private Bank and enterprise partners to deliver integrated client solutions.

+ Problem Solving & Judgment:
Applies critical thinking and fiduciary judgment to navigate complex client situations and make informed decisions.

+ Client Focus:
Demonstrates a strong commitment to delivering a best-in-class client experience and driving retention.

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