Wealth Growth Relationship Manager

Fifth Third; Warren (MI); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Comprehensive benefits

Incentive compensation plan

Competitive base salary

Job summary

Fifth Third Bank in Warren, MI seeks a Relationship Manager to drive acquisition, growth, and retention of Preferred Program and mass affluent customers. You will engage clients with needs-based consulting and collaborate with the financial center team to fulfill financial goals.

The role requires securities and insurance licenses, Series 6/63, Series 65 within 90 days, SAFE Act registration, and willingness to travel locally.

Qualifications

• College degree or equivalent combination of education and experience required.
• Experience in a sales environment within financial services.
• licensure: SIE, 6, 63 and insurance licenses; Series 65 within 90 days for external hires.

Responsibilities

• Acquire, grow, and retain bank customers focused on the Preferred Program.
• Provide needs-based assessment and promote the Retail Consultative Sales process.
• Partner with the Financial Center team to drive referrals and solutions.
• Meet or exceed investment sales and referral goals with internal partners.
• Maintain up-to-date knowledge of products and services; travel locally as needed.

Skills

Mass affluent engagement

Consultative selling

Relationship building

Local travel

Education

College degree or equivalent

Job description

Fifth Third Bank in Warren, MI seeks a Relationship Manager to drive acquisition, growth, and retention of Preferred Program and mass affluent customers. You will engage clients with needs-based consulting and collaborate with the financial center team to fulfill financial goals.

The role requires securities and insurance licenses, Series 6/63, Series 65 within 90 days, SAFE Act registration, and willingness to travel locally.