Fifth Third Bank · 1 day ago
PCS Portfolio Manager
Cincinnati, OH
Full-time
Onsite
Mid Level
3+ years expFifth Third Bank is a prominent financial institution seeking a PCS Portfolio Manager to enhance client investment experiences. The role focuses on investment management, client service, and supporting new business efforts while ensuring adherence to established investment policies.
BankingCommercial LendingFinanceFinancial ExchangesFinancial ServicesLendingMedia and EntertainmentMortgage
Responsibilities
Develop satisfied clients and new sources of asset management revenue through frequent contact with relationships, generally of low to medium complexity and size
Work with business partners and participate in One Bank activities, including One Bank meetings, pre-call planning, and post call follow-up to win new business opportunities, when applicable
Consult with clients and advisors to develop investment objectives and implement a suitable investment plan, maintaining an Investment Policy Statement (IPS) for each client relationship
Meet with prospects and clients, preparing and presenting proposals for investment management
Work with Trust and/or Account Officers to learn the intentions of the trust, IRA, or agency agreement and identify the most appropriate investment policy to accomplish client objectives
Invest assets according to investment policy guidelines to deliver a competitive rate of return within the given level of risk and best interest of the client
Regularly engage with peers and business partners to ensure effective communication regarding client objectives and coordination of portfolio changes
Maintain awareness of new investment strategies, techniques and products through regular contact with other industry professionals and through internal and external research
Keep informed of market trends and analyze the effect of these trends on clients’ investment portfolios
Follow established investment policies and procedures including annual account reviews and working to minimize and/or document exceptions
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
Qualification
Required
Strong interpersonal, written and verbal communication skills, and presentation skills
Applies strong analytical skills to evaluate investment options, solve complex client challenges, and make data-informed decisions
General knowledge of the firm's investment strategies, products, and portfolio construction methodologies
Proficient in the use of Microsoft Office software including Word, Excel PowerPoint, and CoPilot
Delivers an exceptional client experience while achieving sales and retention goals
Works effectively with internal and external partners to achieve shared goals and support client needs
Demonstrates exceptional organizational skills to manage multiple client accounts and priorities efficiently
Adapts quickly to changing priorities, market conditions, and client needs with a flexible and proactive approach
Preferred
Bachelor's degree; a major in Finance, Accounting, Economics, or Business Administration preferred
Three or more years of professional experience; money management, investment research or financial services experience preferred
Benefits
Comprehensive benefits
Differentiated compensation offerings
Incentive compensation plan
Company
Fifth Third Bank
Fifth Third Bancorp is a financial services company that specializes in small business, retail banking, and investments. It is a sub-organization of Fifth Third Bank.
10001+ employees
H1B Sponsorship
Fifth Third Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2021 (2)
2020 (43)
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-01-13IPO
Leadership Team
B
Bryan Preston
Chief Financial Officer
Maria Holmes
VP, Senior Manager Corporate Sponsorship
Recent News
DBusiness Magazine
2026-01-08
2026-01-06
Company data provided by crunchbase