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The Fifth Third Wealth Advisors Managing Director acts as the primary contact for a designated group of clients and prospects. Targeted relationship will have $5 million or more of investible assets with a desired relationship minimum of $2 million. The Managing Director reports to the President of FTWA.
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 firm's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Business Development- (40%-80%)
- Responsible for identification, qualification and prospecting qualified fiduciary and investment management clients for the firm.
- Identify and cultivate l...
Fifth Third Bank, National Association
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