Fifth Third Bank RCA Advisory Services General Mgr in BLUE ASH, Ohio
Fifth Third Bank is one of the top-performing banks in the country, with a heritage that spans more than 150 years. We've staked our claim on looking at things differently to making banking a Fifth Third Better. This applies to our relationships with customers and employees alike.
We employ about 18,000 people, and what we offer is:
# A chance for employees to build their future, with supportive career development and financial wellness programs.
# An environment where we win together. We celebrate achievement and work collaboratively. We're also a three-time Gallup Great Workplace honoree.
# An invitation to impact lives in a positive and lasting way. Everything we do is geared toward improving lives. That's fun and exciting.
It comes down to the fact that Fifth Third is a warm and caring place to with which to grow # as a customer or as a team member.
The Wealth and Asset Management division puts more than 100 years of experience to work to help individual, business, and institutional clients build and manage their wealth. Better ideas # and better solutions # begin with better listening. Listening to our clients is at the heart of our strategy to help our clients achieve their financial goals.
The RCA Advisory Services General Manager is the primary client contact responsible for advising clients through high level strategic thinking, leadership and dedication to exceptional levels of client satisfaction, and commitment to working in ateamenvironment This role will be accomplished through frequent contacts with clients to discuss their specific investment situation and to serve as RCA's principle client relationship manager.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Develop Client Service relationships with Company clients and prospects that reflect the high-quality standards of the Company through maintenance of Company's 100% client retention and customer satisfaction.
.Enhance RCA's Advisory Service reputation by exceeding the expectations of clients through insights and solutions
. Assist clients in the achievement of their financial and investment goals through communication of targeted long#term performance, regular and periodic testing of planning assumptions and implementation of the appropriate model investmentstrategysummarized in the client's current Investment Policy Statement.
.Analyze client's financial status and condition, risk tolerance, develop financial plans and discuss options that align with the best interest of the client.
.Interview clients/prospects to determine client's assets, liabilities, cash flow, insurance coverage, tax status and financial objectives.
.Conduct semi-annual client meetings with the RCA Retire in Comfort clients to review portfolio performance, any changes in the client's risk tolerance or personal/financial condition, with two Learning Sessions each year, and Retire in Comfort;reviewand execute new Investment Policy Statement(s) at least annually; and discuss other planning matters. Frequency of meetings or substantive phone meetings is dictated by client asset level and client's stated preferences as set forth in theCompany's CCTGuidelines.
.Conduct a regular review of client account activity. Maintain contact with client to revise existing plan based on modified needs of the client, changed circumstances or changes in investment market.
.Coordinate with the Portfolio Management and Research Department regarding portfolio allocations as necessary.
. Facilitate additional services from independent outside third party providers including tax, insurance, estate planning, etc.
. Generate and follow-up on client referrals. Conduct initial meetings with prospective clients on a timely basis. Generate proposals for prospects.
. Follow-up with prospects generated from Money Masters, Retirement University or other sources. Generate proposals for prospects. Close prospects and directly oversee the orientation of the new clients into the RCA family through the NewClientOrientation Process.
. Generate and delegate service requests to the Client Care Team to focus on client relationships and generate new business.
.Present Client Market Update to clients.
.Identify opportunities for the Client Care Team to demonstrate thoughtful "client appreciation" by recognizing client anniversaries, birthdays, grandchildren, special events or trips in a personalized and thoughtful manner.
. Demonstrate commitment to compliance through timely and accurate documentation of client meetings in the company CRM; timely completion of client projects; the accurate completion of retirement income plans, as needed; the proper use of riskprofilesand Investment Policy Statements; and adherence to the Company's Guidelines and Rule 206(4)-7 Policies and Procedures and Code of Ethics. Advisory Services General Manager must embrace and evidence a strong adherence to the Company's spiritofcompliance reflected in its culture of checks and balances and reporting structures.
MINIMUM SKILLS AND EXPERIENCE
MINIMUM SKILLS AND EXPERIENCE
8-10 years investment/ money management industry experience required
Professional Designation: Certified Financial Planner
Actively participate in professional associations, develop and maintain expertise in retirement and financial planning and in the financial services industry that reflects the "best practices" of other investment advisors
. Demonstrated ability to deliver exceptional client experience
.Strong verbal and written communications skills.
.Excellent ability to multi-task and balance multiple projects simultaneously
. Must be able to work in both a team environment and independently
Strong attention to detail.
High proficiency in Microsoft Office Suite ,financial and sales technology
Fifth Third Bank is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.