Senior Investment Advisor, Private Banking Growth

Fifth Third; Los Angeles (CA); On-site; USD 122,000 - 262,000; Full time

Job summary

Fifth Third invites a Senior Investment Advisor in Los Angeles, CA to deliver expert investment guidance for Private Bank clients and to grow assets under management in partnership with Wealth Management Advisors.

The role requires outstanding client service, strong investment acumen, and a proven track record in sales and relationship management within a rigorous financial environment.

Qualifications

• BS/BA is required; advanced degree such as CFA/ CFP/ MBA preferred.
• 8+ years of investment management experience focused on portfolio construction aligned with client goals.
• Strong investment knowledge and sophisticated investments know-how.
• Significant sales and client retention experience.
• Excellent communication, presentation and analytical skills.
• Strong relationship management and a sense of urgency to achieve results.

Responsibilities

• Acquire new investment-related business opportunities and expand existing relationships.
• Develop IPS and ensure portfolios reflect client goals.
• Meet annual sales goals and grow AUM.
• Collaborate with Private Bank team and Wealth Management Advisors.
• Maintain knowledge of investment policies and market trends.

Skills

Investment management

Portfolio construction

Client relationship management

Sales experience

Communication skills

Financial analysis

Presentation skills

Education

BS/BA in Business or Finance

CFA

CFP

MBA

Job description

Fifth Third invites a Senior Investment Advisor in Los Angeles, CA to deliver expert investment guidance for Private Bank clients and to grow assets under management in partnership with Wealth Management Advisors.

The role requires outstanding client service, strong investment acumen, and a proven track record in sales and relationship management within a rigorous financial environment.