Andrew Charles Wilson

Vice President Senior Investment Advisor @Fifth Third Private Bank

Chicago, IL, US

As a Senior Investment Advisor, I provide exemplary client service as the client facing investment expert for Private Bank clients. I am primarily responsible for retaining existing client relationships and providing ongoing support in partnership with the Private Bank team. I act as a representative of Fifth Third’s investment management philosophy and platform with the ability to deliver Fifth Third’s view of the economy and markets to clients, prospects, and business partners.I am also responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and helping clients achieve investment goals. While operating within the Bank\'s risk appetite, I achieve results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. My essential duties and responsibilities are:Proactively communicating and collaborating with WMAs to retain and grow existing client relationships through ongoing relationship management, learning about client investment goals, and presenting proposals for investment management. Engaging in ongoing, proactive client communications for all investment-related needs. Setting client goals and developing an Investment Policy Statement (IPS) for each client portfolio tied to each client’s financial plan. Ensuring that the construction and ongoing management of investment portfolios reflect the established Investment Policy Statement (IPS).Retaining existing assets under management and supporting growth of existing client assets through ongoing relationship management. Maintaining strong and proactive communication with clients and team members. Staying informed of market trends and analyzing the effect of these trends on client\'s portfolios.