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Fifth Third Bank · 2 days ago

PCS Portfolio Manager

Cincinnati, OH

Full-time

Onsite

Mid Level

3+ years exp

Fifth Third Bank is a prominent financial institution seeking a PCS Portfolio Manager. The role involves managing client investment programs, ensuring exceptional client experiences, and achieving sales and retention goals through effective investment management and collaboration with business partners.

BankingCommercial LendingFinanceFinancial ExchangesFinancial ServicesLendingMedia and EntertainmentMortgage

Responsibilities

Client Development: Develop satisfied clients and new sources of asset management revenue through frequent contact with relationships, generally of low to medium complexity and size

Business Collaboration: 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

Investment Planning: 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

Proposal Presentation: Meet with prospects and clients, preparing and presenting proposals for investment management

Account Administration Coordination: 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

Portfolio Management: 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

Team Engagement: Regularly engage with peers and business partners to ensure effective communication regarding client objectives and coordination of portfolio changes

Market Awareness: Maintain awareness of new investment strategies, techniques and products through regular contact with other industry professionals and through internal and external research

Trend Analysis: Keep informed of market trends and analyze the effect of these trends on clients’ investment portfolios

Policy Compliance: Follow established investment policies and procedures including annual account reviews and working to minimize and/or document exceptions

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

Qualification

Investment ManagementClient ServiceAnalytical ThinkingMicrosoft OfficeOrganizationCommunicationProblem SolvingTeam CollaborationAdaptability

Required

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

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

Benefits

Comprehensive benefits

Incentive compensation plan

Company

Fifth Third Bank

Glassdoor3.7

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.

Founded in 1858

Cincinnati, Ohio, USA

10001+ employees