Private Bank Investment Advisor — Grow AUM & Client Wealth

Fifth Third; Laredo (TX); On-site; USD 122,000 - 262,000; Full time

Benefits offered by this job

Competitive benefits package

Incentive compensation plan

Employee well-being programs

Job summary

Fifth Third Bank, National Association seeks a Senior Investment Advisor to work with Private Bank clients, growing assets under management and delivering Fifth Third’s investment philosophy. You will partner with Wealth Management Advisors to attract new assets and maintain strong client relationships.

The role requires 8+ years in investment management, advanced education such as CFA/CFP/MBA, and proven sales/communication skills to present investment solutions and IPS-based portfolios.

Qualifications

• BS/BA in Business Administration, Finance, or Economics; advanced degrees like CFA/CFP/MBA preferred.
• 8+ years of investment management experience focusing on portfolio construction aligned with client goals.
• Strong investment acumen and knowledge of sophisticated investments.
• Experience in sales and retaining investment assets with accountability to outcomes.
• Excellent interpersonal, verbal, written, and presentation skills.
• Proven ability to deliver branded presentations and client solutions.
• Strong problem solving, analytical, and independent decision‑making abilities.
• Demonstrated advanced relationship management and sense of urgency.

Responsibilities

• Proactively collaborates with Wealth Management Advisors to acquire new investment opportunities.
• Engages in ongoing client communications for all investment needs.
• Sets client IPS goals and aligns portfolios to the financial plan.
• Ensures portfolios reflect the established IPS and risk framework.
• Meets annual sales goals by acquiring new households and retaining assets.
• Networks internally and externally to grow the business.
• Leverages investment support teams for portfolio construction.
• Maintains proactive communication with clients, prospects, and team members.
• Keeps informed of IMG toolbox, products, and current strategy.
• Monitors market trends and their impact on client portfolios.
• Adheres to Fifth Third investment policies and procedures.

Skills

Investment knowledge

Sales experience

Client communication

Relationship management

Analytical thinking

Education

Bachelor's degree in Business/Finance

CFA/CFP/MBA

Job description

Fifth Third Bank, National Association seeks a Senior Investment Advisor to work with Private Bank clients, growing assets under management and delivering Fifth Third’s investment philosophy. You will partner with Wealth Management Advisors to attract new assets and maintain strong client relationships.

The role requires 8+ years in investment management, advanced education such as CFA/CFP/MBA, and proven sales/communication skills to present investment solutions and IPS-based portfolios.