Senior Wealth Risk Advisor for UHNW Clients

Fifth Third Bank; Detroit (MI); Sur place; USD 122 000 - 262 000; Plein temps

Résumé du poste

Fifth Third Bank is seeking a Senior Risk Advisory Consultant to deliver advanced insurance and risk-management guidance within wealth planning. You will align with Wealth Advisors and Strategists to identify client risks, evaluate coverage, design strategies and coordinate implementation for high-net-worth clients.

You will lead complex cases and partner with regional teams, ensuring documentation and adherence to risk policies while contributing to practice development and mentor junior staff.

Qualifications

• Eight or more years of insurance planning, advanced case design, wealth planning or related financial-services experience.
• Demonstrated experience advising high-net-worth clients and collaborating with relationship managers, planners or external professional advisors.
• Appropriate state insurance licenses for Life, Health and Long-Term Care, as required under licensing guidelines.

Responsabilités

• Lead structured risk assessments for new and existing wealth strategies and identify protection gaps.
• Develop insurance strategies that complement estate planning and wealth transfer goals.
• Explain complex insurance concepts and tradeoffs to clients and external advisors.
• Work with Wealth Advisors, Wealth Strategists and fiduciary professionals from discovery to implementation.
• Lead complex cases including data gathering, analysis, illustration review and policy delivery.
• Evaluate existing life, disability, long-term care and annuity arrangements for alignment with objectives.

Connaissances

Insurance and Risk Analysis

Complex Planning

Consultative Communication

Case Design and Execution

Collaboration and Judgment

Formation

Bachelor’s degree or equivalent combination of education and experience

Description du poste

Fifth Third Bank is seeking a Senior Risk Advisory Consultant to deliver advanced insurance and risk-management guidance within wealth planning. You will align with Wealth Advisors and Strategists to identify client risks, evaluate coverage, design strategies and coordinate implementation for high-net-worth clients.

You will lead complex cases and partner with regional teams, ensuring documentation and adherence to risk policies while contributing to practice development and mentor junior staff.