Wealth Management Advisor II

Wealth Management Advisor II

Fifth Third Bank

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Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve their wealth goals.

Create streams of highly credentialed specialists to provide wealth planning, investments, private banking, risk management, and trust services. Ensures delivery and execution of Private Bank experience and client service standards.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience.

While operating within the Bank’s risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

• Develops and prospects internal and external centers of influence to build and cultivate a pipeline of new client opportunities.
• Effectively utilizes Life
  360 Discovery process to profile clients and identify client needs that result in AUM, loans, deposits, estate planning, and wealth planning.
• Acts as the Core Team Member for One Bank to identify opportunities with new and existing bank customers and continually monitors and evaluates client needs to expand and deepen household relationships.
• Demonstrates proficiency in consultative, advice‑driven sales; manages execution of client service standards to develop and retain lasting client relationships.
• Develops and strategically executes a personal business plan to achieve defined revenue and business objectives.

• Institutes habits that ensure coordination of the team in the consistent delivery of Private Bank experience standards.
• Utilizes the Life
  360 process when working with team members to deliver advice‑based solutions.
• 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.
• Identifies and refers opportunities for the utilization of advanced planning solutions.
• Coordinates and collaborates with client third‑party advisors (e.g., attorney, accountant) to ensure synergy of advisors’ recommendations, consistent with client goals.
• Partners and leverages internal and external service providers to optimize effectiveness and efficiency.
• As primary contact, resolves problems in a timely and effective manner.
• Provides clients with information regarding current trends and commands a thorough knowledge of investment products, trading strategies, and market dynamics.
• Accountable for organization, development, and execution of client reviews that are in keeping with service standards to ensure client needs are being met.
  
  E.g., Annual Client Reviews and quarterly updates. Utilizes the Life
  360 process to continually challenge and collaborate with the client to articulate and achieve their goals.
• Manages overall profitability of client relationships.
• Ensures process information is recorded timely in CRM regarding status and activities.
• Drives continuous improvement by looking for ways to deepen relationships with clients through all areas of Private Bank and other appropriate Bancorp channels.
• Acts as the primary point of contact for COI within the Bank.
• Accountable for implementation of recommendations delivered to clients.
• Leads the 90‑day client onboarding process.
• Works in collaboration with team members to ensure alignment and exchange of information and resources necessary to meet shared objectives.
• Addresses developmental needs and knowledge gaps as requested by manager and the Private Bank.
• Champions the Bancorp Vision and Core Values through personal actions and leadership influence to promote high‑performing work groups.

• Experienced operating in an environment that stresses both individual accountability and team‑based…