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Senior Investment Advisor

2 months ago

Milwaukee, Wisconsin, United States PNC Financial Services Group Full time
Job Description

Job Profile

PNC Financial Services Group is a leading financial institution that values its employees as its greatest differentiator and competitive advantage. We strive to create an inclusive workplace culture where all employees feel respected, valued, and have the opportunity to contribute to the company's success.

As a Senior Investment Advisor within the PNC Private Bank organization, you will be based in a PNC location. The position requires time in the office or in the field on a regular basis, with some responsibilities performed remotely at the manager's discretion.

Key Responsibilities
  • Account Management
    • Manage client accounts in accordance with investment objectives developed in collaboration with the client.
    • Provide specialized advice on planned giving, analyzing program health and strategies, depending on the line of business.
  • Investment Services
    • Deliver the PNC investment experience to clients, providing actionable advice, market insight, and reporting on investment results.
    • Maintain and grow assets under management.
  • Sales and Business Development
    • Support and lead sales efforts through the introduction and expansion of financial services to clients.
  • Risk Management
    • Execute risk management practices through adherence to PNC's policies and procedures.
    • Support the Functional Director in the oversight, performance management, and coaching of investment professionals.
Qualifications
  • Client Relationship Management
    • Demonstrate knowledge of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions.
    • Develop customized customer solutions.
  • Managing Risk
    • Assess and effectively manage all risks associated with business objectives and activities.
    • Ensure adherence to PNC's Enterprise Risk Management Framework.
Competencies
  • Client Relationship Management
  • Decision Making and Critical Thinking
  • Effective Communications
  • Investment Consulting
  • Portfolio Management
  • Products and Services
  • Value Selling
Education and Experience
  • Roles at this level typically require a university/college degree.
  • Higher-level education, such as a Master's degree or certifications, is desirable.
  • Industry-relevant experience is typically 8+ years.