Trust Advisor

Overview

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.

• Build and deepen client relationships by serving as a trusted fiduciary advisor, understanding client objectives, and delivering tailored trust and estate solutions.
• Engage in ongoing, proactive communication regarding fiduciary strategies, trust administration, and estate planning considerations.
• Advise on trust and estate structures, integrating fiduciary solutions with broader financial plans and client goals.
• Oversee trust accounts to ensure proper administration, adherence to governing documents, and compliance with legal and regulatory requirements.
• Review and interpret estate planning documents to ensure accurate execution of fiduciary responsibilities and client intent.
• Identify opportunities to expand and deepen fiduciary relationships through trust optimization strategies and proactive client engagement.
• Partner with Private Bank teams to support business development, including participation in client presentations and fiduciary solutioning.
• Ensure adherence to fiduciary standards, internal policies, and regulatory requirements while actively managing risk.
• Coordinate with internal partners (tax, legal, operations, and banking teams) to deliver comprehensive fiduciary solutions.
• Identify at‑risk relationships and proactively resolve client concerns to enhance satisfaction and retention.
• Perform other duties as assigned, adapt to new tasks or shifts in priorities as necessary.

• 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.

• Excellent interpersonal, written and verbal communication skills, and presentation skills.
• Ability to build trust and maintain strong client relationships in a team‑based environment.
• Growing understanding of regulatory requirements and ability to manage risk within fiduciary frameworks.

• Understanding of trust structures, estate planning concepts, and fiduciary solutions aligned to client needs.
• Works effectively across Private Bank and enterprise partners to deliver integrated client solutions.
• Applies critical thinking and fiduciary judgment to navigate complex client situations and make informed decisions.
• Demonstrates a strong commitment to delivering a best‑in‑class client experience and driving retention.
• Ability to manage multiple client relationships and administrative responsibilities effectively.
• Responsive to evolving client needs, regulatory expectations, and business priorities.

The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.

Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well‑being.

Cincinnati, Ohio 45202

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.