Responsibilities
- Support an established, high performing team of Investment Advisors
- Collaborate with Advisors on UHNW and Family Office clients
- Communicate clearly and collaborate effectively
- Lead new client acquisition and deepen existing relationships
- Partner with advisors and clients to drive growth
- Collaborate closely with other PNC leaders on shared priorities
- Ensure adherence to risk management practices
Requirements
- 8+ years of industry experience
- University / college degree
- Higher level education such as a Masters degree, or PhD is desirable
- Specific certifications are often required
- Ability to manage complex accounts with large and complex account types
Soft Skills
- Communication
- Collaboration
- Leadership
- Relationship management
- Client acquisition
- Growth strategy
- Risk management
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