PNC Financial Services·16 days ago
16 days ago
Investment Advisor Sr
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What you'll do
- Manage client accounts
- Deliver tailored investment advice within PNC's Private Bank
- Maintain expert knowledge of investment strategies
- Support portfolio growth
What they're looking for
- Strong background in investment management
- Strong background in client relationship management
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Seeking an Investment Advisor Sr to manage client accounts and deliver tailored investment advice within PNC's Private Bank. Key responsibilities include maintaining expert knowledge of investment strategies and supporting portfolio growth. Ideal for experienced professionals with a strong background in investment management and client relationship management.
Skills
- investment management
- portfolio management
- risk management
- client relationship management
- financial modeling
- asset management
- investment consulting
- market analysis
- budget management
- value selling
- decision making
- critical thinking
- finance strategy
- sales enablement
- product knowledge
- compliance adherence
- market insight
- reporting
Company
PNC Financial Services
Pittsburgh, United States of America
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