PNC Financial Services·7 days ago
7 days ago
Private Business Strategist
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What you'll do
- Drive strategic discussions with business owners
- Integrate transition planning and estate management into client and corporate planning
What they're looking for
- Significant experience in business growth and wealth management
- Strong background in financial services and client relationship management
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
We are recruiting a Private Business Strategist to drive strategic discussions with business owners, integrating transition planning and estate management into client and corporate planning. The role requires significant experience in business growth and wealth management, ideal for candidates with a strong background in financial services and client relationship management.
Skills
- client relationship management
- financial services industry knowledge
- estate planning
- tax planning
- decision making
- critical thinking
- financial analysis
- succession planning
- risk management
- value selling
- sales scoping
- networking
- customer experience management
- asset management
- retirement planning
- cash flow analysis
- estate tax
- sales qualification
- credit analysis
- public accounting
- cpa
- trust and estate tax
- consultative selling
Company
PNC Financial Services
Sarasota, United States of America
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