Apply Now
Company:
 
PNC Financial Services Group, Inc.
Company Profile | Current Opportunities (77)
Job Location(s): Milwaukee
Employment Term: Regular
Employment TypeFull Time
Start Date:As soon as possible
Starting Salary Range:Not Provided
Required Education: Bachelor's Degree
Required Experience: Open
Related Categories:Banking - General, Sales - Inside, Customer Service - General, Banking - Management, Finance - Advisor/Services

Position Description

Auto req ID 64787BR
Position Title SR RELATIONSHIP MGR
Line of Business Asset Management
Company PNC Bank NA
City WI - Milwaukee
Building Location Code WI033 - 411 Wisconsin
Job Type Regular
Job Status Full Time
Job Description 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 with over $73 billion in assets under management and more than 47 offices in 10 states and Washington, D.C. 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. You'll be based in Milwaukee, Wisconsin. Your position reports to an EVP/Managing Director.

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.


  • Professional Certification (CFP) or other wealth management related professional licenses/certifications beneficial.


  • Experience generally acquired through ten or more years sales/client service experience, preferably in wealth management.


  • 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.


    PNC is an Equal Employment Opportunity/Affirmative Action Employer -- M/F/D/V/SO
  • Total Hours Per Week 40
    HR Job Code C08165 SR RELATIONSHIP MGR

    Apply Online Now

     

    Please provide feedback on any problems or issues you may encounter.  NOTE: The feedback provided is sent to the WaukeshaDiversity.com Web site team NOT the company posting this position. 
    Indicates required fields