Senior Relationship Strategist - PNC Private Bank
Are you a highly experienced relationship manager with a passion for delivering exceptional service and building lasting partnerships? PNC Financial Services is seeking a Senior Relationship Strategist to join our dynamic Private Bank team. In this role, you will have the opportunity to work with high-net-worth clients and provide them with customized financial solutions to help achieve their goals. We are looking for a driven, strategic thinker with a proven track record of success in the financial services industry. If you are a self-starter with excellent communication skills and a knack for fostering strong relationships, we encourage you to apply for this exciting opportunity.
- Build and maintain strong relationships with high-net-worth clients, acting as their primary point of contact for all financial needs.
- Utilize strategic thinking and financial expertise to provide customized solutions for clients, helping them achieve their financial goals.
- Demonstrate a deep understanding of the financial services industry and stay current on market trends and developments.
- Act as a trusted advisor to clients, offering guidance and advice on a range of financial matters.
- Collaborate with other members of the Private Bank team to deliver exceptional service and exceed client expectations.
- Meet and exceed sales goals by identifying opportunities for cross-selling and upselling financial products and services.
- Conduct thorough financial analyses for clients and present recommendations based on their specific needs and goals.
- Serve as a brand ambassador for PNC Financial Services, representing the company in a professional and positive manner at all times.
- Stay organized and maintain accurate records of client interactions and financial transactions.
- Continuously seek out new business opportunities and cultivate relationships with potential clients.
Bachelor's Degree In Finance, Business Administration, Or A Related Field.
Minimum Of 7-10 Years Of Experience In Relationship Management Or Wealth Management, Preferably In A Private Banking Setting.
Proven Track Record Of Building And Maintaining Strong Client Relationships And Driving Business Growth.
In-Depth Knowledge Of Financial Products And Services, Including Investments, Banking, And Trust Services.
Excellent Communication And Presentation Skills, With The Ability To Effectively Interact With High Net Worth Individuals And Senior Executives.
Communication Skills
Financial Planning
Negotiation skills
Relationship Building
Portfolio Management
Risk assessment
Market analysis
Strategic Thinking
wealth management
Client management
team
Investment Advisory
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
creativity
Critical thinking
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Senior Relationship Strategist - PNC Private Bank in Nashville, TN, USA is between $89,000 and $135,000 per year. This may vary depending on the specific duties, experience, and qualifications of the individual.
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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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