As a Relationship Manager and member of PNC's Wealth Management organization, you will be part of one of the nation's largest wealth management firms. You will be joining a team of seasoned investment professionals managing our investment advisory services, utilizing sophisticated market strategies and top quality research. You will also be working with highly experienced private bankers and talented, credentialed trust and wealth planning professionals.
In a typical day as a Relationship Manager for PNC Wealth Management you will focus on identifying and developing new opportunities to deliver advice and solutions to existing clients, and with new Wealth Management prospects through referrals from centers of influence in the community, other PNC businesses, introductions from existing clients and other sales channels. Using your knowledge of wealth management and private banking services, you will work with Wealth Management team members to expand existing client relationships. You will serve as the primary contact for select high net worth clients. With your financial advisory skills, you will act as the 'financial quarterback' for assigned client relationships involving frequent interaction with clients and active coordination of strategies with team members. You will lead the client relationship team to expand existing client relationships, improve client satisfaction, strengthen client commitment, ensure client retention and grow revenue for PNC Wealth Management. You will build referral relationships with other PNC businesses, professional and community contacts and existing clients to provide introductions of high net worth prospects to PNC Wealth Management.
The successful candidate will have the following qualifications:Bachelor's degree with emphasis in Business Administration, Finance, Economics.
Series 7 and 66 Licenses are required. If not currently holding the Series 7 and 66 licenses, the licenses must be acquired within six months of hire date.
Professional Certification (CFP) or other wealth management related professional licenses/certifications beneficial.
Experience generally acquired through five or more years sales/client service experience, preferably in wealth management. Additional experience may be considered in lieu of education.
Knowledge of investment management strategy, process and products, trust solutions, general financial and/or estate planning techniques, banking and lending products.
Demonstrate high level of expertise in sales, networking, negotiation, business acumen, relationship building and execution of responsibilities.
Possess proficient interpersonal communication, writing and group presentation skills.