Senior Investment Advisor

Senior Investment Advisor

Provides exemplary client service as the client‑facing investment expert for Private Bank clients. Focused on growing AUM through business development activities in partnership with the Private Bank team. Acts as the representative of Fifth Third’s investment management philosophy and delivers market insights to clients, prospects, and business partners. Works with Wealth Management Advisors to retain and acquire new investment assets.

• Proactively communicate and collaborate with WMAs to acquire new investment‑related business opportunities while retaining and expanding relationships with existing clients.
• Engage in ongoing, proactive client communications for all investment-related needs.
• Set client goals and develop an Investment Policy Statement for each portfolio tied to each client’s financial plan.
• Ensure the construction and ongoing management of portfolios reflect the established IPS.
• Achieve annual sales goals by supporting acquisition of new households and retaining existing assets under management.
• Actively network internally and externally to support business growth.
• Leverage internal investment support teams for initial and ongoing portfolio construction.
• Maintain strong communication with clients, prospects, and team members.
• Stay aware of IMG toolbox, techniques, products, and current strategy.
• Keep informed of market trends and analyze their effect on client portfolios.
• Ensure adherence to Fifth Third’s investment policies and procedures.

• BS/BA required;
  Business Administration, Finance, Economics preferred; advanced degree such as CFA, CFP, MBA a plus.
• 8+ years of clearly defined investment management experience focused on structuring portfolios that align the firm’s approach with