Elite Wealth Advisor & Private Banking Lead

Fifth Third Bank; Charlotte (NC); On-site; USD 90,000 - 140,000; Full time

Job summary

Fifth Third Bank is seeking a Private Bank advisor to coordinate a high-caliber team delivering wealth planning, investments, private banking, risk management, and trust services to clients in the Charlotte area.

As the trusted advisor, you will lead cross-disciplinary specialists, ensure delivery of client service standards, and act as primary contact for COI relationships while driving growth and profitability.

Qualifications

• Bachelor's degree or equivalent work experience required.
• Demonstrated ability to coordinate specialist teams for wealth services.
• Strong client service focus and risk-aware decision making.

Responsibilities

• Develops and prospects centers of influence to build new client opportunities.
• Leads Core Team for One Bank to deepen client relationships.
• Delivers consultative, advice-driven sales and client service standards.
• Coordinates with client advisors to align recommendations with goals.
• Manages client reviews and reports performance and risks.

Skills

Relationship management

Sales pipeline development

Team coordination

Client service

Education

Bachelor's degree

Tools

CRM software

Job description

Fifth Third Bank is seeking a Private Bank advisor to coordinate a high-caliber team delivering wealth planning, investments, private banking, risk management, and trust services to clients in the Charlotte area.

As the trusted advisor, you will lead cross-disciplinary specialists, ensure delivery of client service standards, and act as primary contact for COI relationships while driving growth and profitability.