PNC Financial Services·11 days ago
11 days ago
Investment Advisor II
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What you'll do
- Manage client accounts
- Deliver tailored investment advice
- Maintain and grow assets under management
- Provide market insight
- Support sales initiatives
What they're looking for
- Relevant industry experience
- Strong understanding of investment strategies
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Take on the role of Investment Advisor II, managing client investment portfolios and helping clients achieve financial goals. Oversee portfolio management, risk, and compliance while serving as a trusted advisor. Ideal for candidates with relevant industry experience and strong client relationship skills.
Skills
- portfolio management
- investment strategy
- risk management
- client relationship management
- financial modeling
- investment consulting
- asset management
- sales of financial services
- microsoft teams
- budget management
- value selling
- decision making
- critical thinking
- product knowledge
- compliance
- market analysis
- client advising
- collaboration
Company
PNC Financial Services
Cleveland, United States of America
Company facts come from this company's own listings. We only show what the postings themselves carry.