
Wealth & Asset Management College Co-Op
Are you an ambitious, self-motivated college student looking to gain real world experience in the wealth and asset management industry? Fifth Third Bank is seeking a Wealth & Asset Management College Co-Op to join its team of professionals who are passionate about helping customers achieve their financial goals. The ideal candidate must have a strong interest in financial markets, excellent communication skills, and a desire to learn and grow. If this sounds like you, keep reading for more information on the qualifications and responsibilities of this position.
Responsibilities:
- Research current economic trends and financial markets to identify investment opportunities for clients.
- Monitor portfolio performance and adjust asset allocations to ensure clients meet their financial goals.
- Prepare and present presentations to clients on portfolio performance and asset allocations.
- Assist with financial planning and analysis.
- Develop and maintain relationships with clients and assets under management.
- Participate in client meetings and calls to discuss investment strategies and current market conditions.
- Assist with the development and implementation of wealth management strategies.
- Manage client accounts, including opening and closing accounts.
- Respond to customer inquiries regarding investment options and services.
- Provide advice and support to clients regarding financial planning.
Attention To Detail
Strong Communication And Interpersonal Skills
Excellent Organizational And Time Management Skills
Ability To Prioritize Tasks
Understanding Of Financial Concepts
Ability To Work Independently And As Part Of A Team
Proficient In Microsoft Office Suite
Previous Experience In The Financial Services Industry
Risk Management
Accounting
Banking
Project Management
Networking
Marketing
Business Development
Negotiation
customer service
Financial Modeling
Compliance
Analytics
Technology
Investing
Legal
Communication
Time management
Interpersonal Skills
creativity
Organization
Critical thinking
Attention to detail
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Wealth & Asset Management College Co-Op in Cincinnati, OH, USA is between $12 and $24 per hour.
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Fifth Third Bank is a bank headquartered in Cincinnati, Ohio, at Fifth Third Center. Its main businesses are Commercial Banking, Branch Banking, Consumer Lending and Wealth & Asset Management.

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