Trust Advisor

Trust Advisor

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About The Role

Provides exemplary client service as the client-facing fiduciary expert for Private Bank clients. Primarily responsible for managing and growing trust relationships while ensuring high-quality fiduciary administration and compliance. Partners closely with the Private Bank team to deliver integrated advice aligned to each client's estate plans, financial goals, and long-term objectives, while representing Fifth Third's fiduciary capabilities and strategy.

Your Responsibilities

The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities.

• Client Relationship Management: Proactively builds and deepens client relationships by serving as a trusted fiduciary advisor, understanding client objectives, and delivering tailored trust and estate solutions.
• Client Communication: Engages in ongoing, proactive communication regarding fiduciary strategies, trust administration, and estate planning considerations.
• Fiduciary Strategy Development: Advises on trust and estate structures, integrating fiduciary solutions with broader financial plans and client goals.
• Trust Administration Oversight: Oversees trust accounts to ensure proper administration, adherence to governing documents, and compliance with legal and regulatory requirements.
• Estate Document Interpretation: Reviews and interprets estate planning documents to ensure accurate execution of fiduciary responsibilities and client intent.
• Asset Retention and Growth: Identifies opportunities to expand and deepen fiduciary relationships through trust optimization strategies and proactive client engagement.
• New Business Support: Partners with Private Bank teams to support business development, including participation in client presentations and fiduciary solutioning.
• Risk and Compliance Management: Ensures adherence to fiduciary standards, internal policies, and regulatory requirements while actively managing risk.
• Internal Team Collaboration: Coordinates with internal partners (tax, legal, operations, and banking teams) to deliver comprehensive fiduciary solutions.
• Client Issue Resolution: Identifies at-risk relationships and proactively resolves client concerns to enhance satisfaction and retention.
• Other Duties: Performing other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team's and the company's mission.

Minimum Requirements

• Bachelor's degree in Finance, Accounting, Law, or a related field or equivalent experience.
• Seven or more years of professional experience; trust and estate administration or financial services experience preferred.

Required Skills

Qualified candidates will possess an intermediate degree of proficiency (typically from 7+ years of work or practical experience), in:

• Communication: Excellent interpersonal, written and verbal communication skills, and presentation skills.
• Relationship Management: Ability to build trust and maintain strong client relationships in a team-based environment.
• Risk Management & Compliance: Growing understanding of regulatory requirements and ability to manage risk within fiduciary frameworks.

Skills For Success

Qualified candidates will possess an intermediate degree of proficiency (typically from 7+ years of work or practical experience), across a suite of skills including, but not limited to:

• Fiduciary Strategy: Understanding of trust structures, estate planning concepts, and fiduciary solutions aligned to client needs.
• Team Collaboration: Works effectively across Private Bank and enterprise partners to deliver integrated client solutions.
• Problem Solving & Judgment: Applies critical thinking and fiduciary judgment to navigate complex client situations and make informed decisions.
• Client Focus: Demonstrates a strong commitment to delivering a best-in-class client experience and driving retention.
• Organization & Prioritization: Ability to manage multiple client relationships and administrative responsibilities effectively.
• Adaptability: Responds effectively to evolving client needs, regulatory expectations, and business priorities.

Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets including you.

At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.

The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.

Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our Careers page at: or by consulting with your talent acquisition partner.

Location Cincinnati, Ohio 45202

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.