Portfolio Manager I (PCS)

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GENERAL FUNCTION:

Acts within established investment policy guidelines to recommend and execute investment programs designed to achieve the objectives of a significant volume of client accounts. Delivers an exceptional client experience while achieving sales and retention goals. As the Portfolio Manager, primary functions include investment management, client service and support of new business efforts. Client interactions are generally limited to phone and e-mail interactions. May assist more senior PCS Portfolio Managers with larger and more complex accounts.

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:

• Develop satisfied clients and new sources of asset management revenue through frequent contact of relationships, generally of low to medium complexity and size.
• Work with client advisors and participate in One Bank activities, including One Bank meetings, pre-call planning, and post call follow-up to win new business opportunities.
• Consult with clients and advisors to develop investment objectives and implement a suitable investment plan, maintaining an Investment Policy Statement for each client relationship. Meet with prospects and clients, preparing and presenting proposals for investment management.
• Develop satisfied clients through frequent contact.
• Work with Trust Specialists to learn the intentions of the trust or agency agreement and identify the most appropriate investment policy to accomplish client objectives.
• Invest assets according to investment policy guidelines to deliver a competitive rate of return within the given level of risk and best interest of the client.
• Regularly engage with other members of the Wealth Management Team and external advisors to ensure effective communication regarding client objectives and coordinate portfolio changes.
• Maintain awareness of new investment strategies, techniques and products through regular contact with other industry professionals and through internal and external research.
• Keep informed of market trends and analyze the effect of these trends on client's investment portfolios.
• Keep current on the legal and tax issues with respect to investment decisions by consulting attorneys, accountants and other resources as needed.
• Follow established investment policies and procedures including annual account reviews and working to minimize and/or document exceptions.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• Bachelor degree required. A major in Finance, Accounting, Economics, or Business Administration preferred.
• Three or more years of experience involving money management, investment research or financial services experience.
• Strong interpersonal, written and verbal communication skills, and presentation skills.
• Problem solving and analytical skills.
• Builds a solid knowledge of the firm's strategies.
• Proficient in the use of Microsoft Office software including Word, Excel, and PowerPoint.

WORKING CONDITIONS:

• Normal office environment with little exposure to dust, noise, temperature and the like.
• Extended viewing of a CRT screen.

Fifth Third Bank, National Association 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.