Sr Investment Advisor - Private Bank
About The Position
Manages accounts in accordance with investment objectives that have been developed with the client. Depending on line of business, may provide specialized advice and partnership with specialists supporting the portfolio investment strategy, objectives, and health of the strategy. Responsible for delivering the PNC investment experience to clients, providing actionable advice, market insight and reporting on investment results. Maintains expert level knowledge of complex investment and asset management strategies. Responsible for maintaining and growing assets under management. Additionally supports and may lead the sales efforts of the business through the introduction and expansion of financial services to the client. Executes risk management practices through the adherence to PNC's policies and procedures. May help provide direction to investment professionals.
Requirements
- University / college degree.
- 8+ years of industry relevant experience.
- 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.
- Bachelors degree.
- Subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
Nice To Haves
- Higher level education such as a Masters degree, PhD, or certifications is desirable.
- Specific certifications are often required.
- In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Responsibilities
- Manages accounts in accordance with investment objectives that have been developed with the client.
- Provides specialized advice and partnership with specialists supporting the portfolio investment strategy, objectives, and health of the strategy.
- Delivers the PNC investment experience to clients, providing actionable advice, market insight and reporting on investment results.
- Maintains expert level knowledge of complex investment and asset management strategies.
- Maintains and grows assets under management.
- Supports and may lead the sales efforts of the business through the introduction and expansion of financial services to the client.
- Executes risk management practices through the adherence to PNC's policies and procedures.
- May help provide direction to investment professionals.
Benefits
- medical/prescription drug coverage (with a Health Savings Account feature)
- dental and vision options
- employee and spouse/child life insurance
- short and long-term disability protection
- 401(k) with PNC match
- pension and stock purchase plans
- dependent care reimbursement account
- back-up child/elder care
- adoption, surrogacy, and doula reimbursement
- educational assistance, including select programs fully paid
- a robust wellness program with financial incentives
- maternity and/or parental leave
- up to 11 paid holidays each year
- 9 occasional absence days each year, unless otherwise required by law
- between 15 to 25 vacation days each year, depending on career level; and years of service.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
