Senior Relationship Strategist - PNC Private Bank
Welcome to PNC Financial Services, where we strive to provide our clients with exceptional financial solutions and personalized service. We are currently seeking a dynamic and experienced Senior Relationship Strategist for our PNC Private Bank division. As a Senior Relationship Strategist, you will play a critical role in cultivating and managing relationships with high net worth individuals and families, providing them with tailored financial advice and solutions. If you have a passion for building strong relationships, a deep understanding of financial markets, and a proven track record of success in the wealth management industry, we invite you to join our team and make a meaningful impact on the lives of our clients.
- Build and maintain relationships with high net worth individuals and families to understand their financial needs and goals.
- Develop and implement strategic plans to attract and retain high net worth clients.
- Provide personalized financial advice and solutions to clients, utilizing a deep understanding of financial markets and products.
- Collaborate with internal teams to deliver exceptional service and customized solutions to clients.
- Act as the primary point of contact for clients, ensuring timely and effective communication.
- Conduct regular reviews and evaluations of client portfolios to ensure they align with their goals and risk tolerance.
- Stay informed on industry trends, changes, and regulations to provide clients with up-to-date advice and guidance.
- Meet and exceed sales goals and targets, contributing to the overall growth and success of the PNC Private Bank division.
- Utilize exceptional relationship management skills to build and maintain trust with clients.
- Maintain accurate and organized client records and reports.
- Foster a positive and collaborative team environment, sharing knowledge and best practices with colleagues.
- Represent PNC Financial Services in a professional manner at all times, adhering to company values and standards.
Extensive Experience In Relationship Management: A Senior Relationship Strategist At Pnc Private Bank Should Have A Minimum Of 7-10 Years Of Experience In Managing High Net Worth Client Relationships. This Includes A Proven Track Record Of Building And Maintaining Long-Term Client Relationships.
Strong Financial Acumen: The Ideal Candidate Should Possess A Deep Understanding Of Financial Concepts And Products, Including Investments, Lending, Trust And Estate Planning, And Wealth Management. They Should Also Have A Solid Understanding Of The Financial Markets And Economic Trends.
Excellent Communication And Interpersonal Skills: A Senior Relationship Strategist Must Have Exceptional Communication And Interpersonal Skills To Interact Effectively With High Net Worth Clients. They Should Be Able To Articulate Complex Financial Concepts In A Clear And Concise Manner And Build Trust With Clients.
Team Leadership And Management Skills: This Position Requires The Ability To Lead And Manage A Team Of Relationship Managers And Support Staff. The Candidate Should Have A Proven Track Record Of Motivating And Developing Team Members To Achieve Their Full Potential.
Advanced Degree And Certifications: A Senior Relationship Strategist Should Have An Advanced Degree In A Relevant Field Such As Finance, Business, Or Economics. Additionally, Certifications Such As Certified Financial Planner (Cfp) Or Chartered Financial Analyst (Cfa) Are Highly Desirable And Demonstrate A Commitment To Ongoing Professional Development.
Risk Management
Financial Analysis
Communication Skills
Networking
Business Development
Relationship Building
Portfolio Management
Asset allocation
Client management
Wealth planning
Investment Strategies
Market Knowledge
Communication
Emotional Intelligence
Leadership
Time management
Organization
flexibility
Teamwork
collaboration
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Senior Relationship Strategist - PNC Private Bank is between $120,000 to $150,000 per year. However, this may vary depending on factors such as location, experience, and additional skills or certifications.
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PNC Financial Services Group, Inc. is an American bank holding company and financial services corporation based in Pittsburgh, Pennsylvania. Its banking subsidiary, PNC Bank, operates in 19 states and the District of Columbia with 2,459 branches and 9,051 ATMs.
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