Fiduciary Advisor III - PNC Private Bank

PNC•Philadelphia, PA

1d•Onsite

About The Position

Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Fiduciary Advisor III within the PNC Private Banker, you will be based in Philadelphia, PA. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description Engages in fiduciary decision-making by executing the terms of any plan or document in which PNC serves as trustee, guardian or agent. Administers more complex fiduciary accounts and ensures compliance with all legal and fiduciary regulations, policies and procedures. Possesses a high degree of knowledge regarding types of trusts and how they operate both individually and together for the benefit of clients in family relationships. Delivers the full breadth of the fiduciary platform in order to grow the fiduciary business and assure the highest level of client experience. Administers assigned accounts in accordance with documents, state law, policy and procedure. Handles risk management and the resolution of legal and compliance-related issues for assigned accounts. Communicates with clients, solves problems and escalates anticipated or known client issues/concerns. Maintains and grows assets under management by working with clients, beneficiaries and gatekeepers. Meets with clients both on and off bank premises as needed. Customizes customer communications or presentations to provide fiduciary advice and introduces planning concepts to meet client needs for assigned accounts. Prepares and presents appropriate analysis and recommendations for senior management or committee review. Escalates problems to senior management as appropriate. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Requirements

Bachelors
5+ years of industry-relevant experience

Nice To Haves

Decision Making
Finance Strategy
Investment Management
Legal Practices
Real Estate Settlements
Revenue Recognition
Risk Assessments
Account Management
Accuracy and Attention to Detail
Effective Communications
Fiduciary Responsibilities
Problem Solving
Value Selling

Responsibilities

Engages in fiduciary decision-making by executing the terms of any plan or document in which PNC serves as trustee, guardian or agent.
Administers more complex fiduciary accounts and ensures compliance with all legal and fiduciary regulations, policies and procedures.
Delivers the full breadth of the fiduciary platform in order to grow the fiduciary business and assure the highest level of client experience.
Administers assigned accounts in accordance with documents, state law, policy and procedure.
Handles risk management and the resolution of legal and compliance-related issues for assigned accounts.
Communicates with clients, solves problems and escalates anticipated or known client issues/concerns.
Maintains and grows assets under management by working with clients, beneficiaries and gatekeepers.
Meets with clients both on and off bank premises as needed.
Customizes customer communications or presentations to provide fiduciary advice and introduces planning concepts to meet client needs for assigned accounts.
Prepares and presents appropriate analysis and recommendations for senior management or committee review.
Escalates problems to senior management as appropriate.