JobMesh

Wealth Management Specialist

Fifth Third Bank · Cincinnati, Ohio, US

Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth...

Job description

Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Partners with Wealth Management Advisors (WMA) to deliver the Private Bank experience to high net worth and ultra-high net worth clients and prospects as well as contribute to business development activities. Collaborates with WMAs to build their practice through sales support and client service to acquire, deepen and retain clients. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined . Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. Essential Duties and responsibilities: Sales Support - Assists WMAs in business development and operational activities that support client experience. - Meets regularly with WMAs reviewing Book of Business for updates. -...