Wealth & Preferred Banking Manager

Fifth Third; Northville (MI); On-site; USD 65,000 - 95,000; Full time

Job summary

Fifth Third Bank in Northville, MI is seeking a Principal Relationship Manager focused on the Preferred Program, mass affluent prospects, and high-quality client service. You will acquire, grow, and retain customers while delivering tailored financial solutions through a consultative sales process.

Leverage knowledge of bank products and risk-aware practices to build durable client relationships, collaborate with partners, and meet referral goals. Local travel may be required.

Qualifications

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

Responsibilities

• Execute retail strategies to increase Preferred Program households and cross-sell solutions.
• Build deep relationships to be trusted advisor using consultative sales process.
• Meet or exceed investment sales and referral goals with internal teams.
• Maintain knowledge of product line and stay updated on offerings.
• Engage in referrals and seminars to grow client base.
• Provide needs-based financial solutions and guidance to customers.
• Travel to local financial centers as required.

Skills

Sales experience

Consultative selling

Relationship building

Strong communication

Travel locally

SIE license

Series 6

Series 63

Series 65

SAFE Act

Education

Bachelor degree or equivalent

Job description

Fifth Third Bank in Northville, MI is seeking a Principal Relationship Manager focused on the Preferred Program, mass affluent prospects, and high-quality client service. You will acquire, grow, and retain customers while delivering tailored financial solutions through a consultative sales process.

Leverage knowledge of bank products and risk-aware practices to build durable client relationships, collaborate with partners, and meet referral goals. Local travel may be required.