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Fifth Third Bank · 1 day ago

FTWA Relationship Manager

Tampa, FL

Full-time

Onsite

Senior Level

5+ years exp

Fifth Third Bank is committed to enhancing the banking experience and is looking for a FTWA Relationship Manager to act as the primary contact for a group of high net worth clients. The role involves business development, relationship management, and ensuring a positive client experience while managing risks and achieving revenue growth.

BankingCommercial LendingFinanceFinancial ExchangesFinancial ServicesLendingMedia and EntertainmentMortgage

Responsibilities

Responsible for identification, qualification and prospecting qualified fiduciary and investment management clients for the firm

Identify and cultivate lead sources, pursue networking opportunities through professional association contacts, and utilize available research and prospecting resources

Create and maintain a contact database and an active pipeline (30, 60, 90 days) for qualified prospects

Responsible for net AUM and revenue growth

Initiate and direct the preparation of marketing and presentation materials in conjunction with the marketing group and assemble the requisite firm resources to support the marketing and sales process

Serves as the primary client facing professional for assigned relationships

Works with all team members to develop and maintain the appropriate asset allocations and relationship strategies

Develops customized investments solutions, as necessary, to expand the client relationships

While working with the team, has ultimate responsibility for each client’s experience

Qualification

High net worth salesClient service experienceInvestment managementSeries 65 licenseCFA certificationVerbal communicationWritten communicationOrganizational skillsTime managementTeam collaboration

Required

Minimum of 5-7 years of successful high net worth sales and client service experience in financial services and investment management industries

Thorough understanding of markets and investments, excellent verbal and written communication skills, and strong organizational skills

Proficient at multi-tasking and meeting client deadlines, as well as having an extensive knowledge of the firm's products and services

Maintains and continues to expand and leverage relationships with Centers of Influence

Demonstrated ability to work as a member of a team

Proven time management skills are necessary

Series 65 license, 66 license or a qualifying designation (such as CFA, CFP, ChFC, CIC, and PFS) required

Some travel associated with client and prospect management may be necessary

Benefits

Comprehensive benefits

Incentive compensation plan

Company

Fifth Third Bank

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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