FTWA Relationship Manager @ Fifth Third Bank | Jobright.ai
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FTWA Relationship Manager jobs in United States
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Fifth Third Bank · 2 days ago

FTWA Relationship Manager

positionUnited States
timeFull-time
remoteRemote
senioritySenior Level
money$78K/yr - $157K/yr
date5+ years exp

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Actively Hiring

Insider Connection @Fifth Third Bank

Discover valuable connections within the company who might provide insights and potential referrals, giving your job application an inside edge.

Responsibilities

Responsible for identification, qualification, and prospecting of qualified fiduciary and investment management clients.
Develop and maintain an active pipeline for qualified prospects, focusing on net AUM and revenue growth.
Serve as the primary client-facing professional for assigned relationships, working with the team to develop appropriate asset allocations and relationship strategies.
Develop customized investment solutions to expand client relationships and ensure a positive client experience.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

High net worth salesClient serviceFinancial servicesInvestment managementProduct knowledgeRelationship managementSeries 65 licenseSeries 66 licenseCFACFPChFCCICPFSTravel managementProblem-solvingVerbal communicationWritten communicationOrganizationalTeamworkTime management

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.
A Series 65 license, 66 license or a qualifying designation (such as CFA, CFP, ChFC, CIC, and PFS) must be obtained within 90 days of start date.
Some travel associated with client and prospect management may be necessary.

Company

Fifth Third Bank

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3.7
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Fifth Third Bancorp is a diversified financial services company, that specializes in small business, retail banking, investments.
dateFounded in 1858
location
Cincinnati, Ohio, USA
people-size10,001+ employees
web-link
http://53.com

Funding

Current Stage
Public Company
Total Funding
unknown
1978-01-13IPO· nasdaq:FITB

Leadership Team

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Gregory Carmichael
Chairman & CEO
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Bryan Preston
Chief Financial Officer

Recent News

Business Journals
Fifth Third Bank explores exit from downtown tower
2024-06-05
SeekingAlpha
Fifth Third Bancorp upgraded to Outperform at Wolfe on loan growth outlook
2024-05-31
Business Journals
Fifth Third Wealth Advisors expands by opening eighth office
2024-05-27
Company data provided by crunchbase
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