FTWA Relationship Manager

Fifth Third Bank; Teletrabalho; BRL 438.000 - 921.000; Tempo integral

Resumo da oferta

A leading financial institution is seeking a Wealth Advisor Manager in Brazil to manage relationships with high net worth clients. The role focuses on business development and relationship management to enhance client experience. Candidates should have 5-7 years of experience in financial services, with required designations such as Series 65 or 66. This role offers a competitive salary between $80,500 and $169,100, along with comprehensive benefits.

Serviços

Comprehensive benefits programs

Incentive compensation plan

Qualificações

• Minimum of 5-7 years of experience in financial services with high net worth clients.
• Excellent verbal and written communication skills.
• Ability to work as a member of a team.

Responsabilidades

• Identify and prospect qualified clients for fiduciary and investment management.
• Maintain and leverage relationships with clients to optimize their experience.
• Initiate marketing materials for prospecting efforts.

Conhecimentos

High net worth sales

Client service

Investment management

Multi-tasking

Time management

Formação académica

Series 65 license

Series 66 license

CFA, CFP, ChFC, CIC, or PFS designation

Descrição da oferta de emprego

Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION

The Fifth Third Wealth Advisor Manager acts as the primary contact for a designated group of clients and prospects which may involve working within a team led by a Managing Director. Targeted relationship will have $5 million or more of investible assets with a desired relationship minimum of $2 million.

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 firm's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES AND RESPONSIBILITIES

BUSINESS DEVELOPMENT (40%-80%)

• Responsible for identification, qualification and prospecting of 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.

RELATIONSHIP MANAGEMENT (20%-60%)

• 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 investment solutions, as necessary, to expand the client relationships.
• While working with the team, has ultimate responsibility for each client’s experience.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES 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.

WORKING CONDITIONS

• Normal office environment with little exposure to dust, noise, temperature and the like.
• Some travel associated with client and prospect management may be necessary.

SALARY & COMPENSATION

FTWA Relationship Manager Total Base Pay Range 80,500.00 - 169,100.00 USD Annual.

The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.

BENEFITS

Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.

LOCATION

Virtual, Alabama 00000

Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes – no matter how they are submitted – will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.

EQUAL OPPORTUNITY EMPLOYER

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.