Senior Fiduciary Advisor, Private Bank Trust

Fifth Third; Naples (FL); On-site; USD 120,000 - 170,000; Full time

Job summary

Fifth Third Bank seeks a Senior Trust Advisor in Naples, FL to deliver fiduciary solutions, manage complex trusts, and support regional growth with Private Bank partnerships. The role emphasizes compliant administration, client relationship depth, and expert fiduciary guidance for high-net-worth families.

Ideal candidates have 8–10 years in trust/estate administration, strong knowledge of fiduciary regulations, and exceptional communication.

Qualifications

• Bachelor’s degree in Finance, Accounting, Law, or related field.
• Advanced degree or professional certification (e.g., CTFA, CFP) preferred.
• Minimum of 8–10 years of experience in trust and estate administration, with a proven track record of complex relationships.
• Strong knowledge of trust and estate laws/regulations and industry standards.
• Demonstrated ability to advise on complex fiduciary strategies and exercise fiduciary judgement.
• Excellent interpersonal and communication skills to deliver best-in-class client experience.
• Ability to work in a team-oriented/matrix environment and manage multiple priorities.

Responsibilities

• Develop close, personal relationships with clients and their families, integrating fiduciary components with each client’s situation.
• Coordinate with Private Bank and partners to meet client needs and expand services.
• Support expansion of existing relationships with the Private Bank team and participate in client presentations as needed.
• Serve as subject matter expert on fiduciary strategies and the administration of complex trusts.
• Review estate planning documents and ensure timely, accurate administration of trust income and principal.
• Coordinate with Private Bank resources to maintain fiduciary responsibility and compliance.
• Oversee due diligence for new fiduciary appointments and document understanding of client needs.
• Contribute to client satisfaction and retention through proactive service and communication.

Skills

Trusted advisor

Client relationships

Fiduciary knowledge

Communication skills

Team player

Microsoft Office

Education

Bachelor's degree in Finance/Accounting/Law

CTFA or CFP certification preferred

Tools

Microsoft Office

Job description

Fifth Third Bank seeks a Senior Trust Advisor in Naples, FL to deliver fiduciary solutions, manage complex trusts, and support regional growth with Private Bank partnerships. The role emphasizes compliant administration, client relationship depth, and expert fiduciary guidance for high-net-worth families.

Ideal candidates have 8–10 years in trust/estate administration, strong knowledge of fiduciary regulations, and exceptional communication.