Senior Relationship Strategist

2 days ago


San Diego, California, United States PNC Financial Services Group Full time
Job Overview

Position Summary

PNC Financial Services Group is seeking a highly skilled Senior Relationship Strategist to join our Private Bank organization in San Diego, CA. As a key member of our team, you will be responsible for developing and executing a relationship management plan to acquire and retain high net worth and ultra high net worth clients.

Key Responsibilities

  • Lead client management activities with clients and prospective clients, ensuring exceptional client experience and ongoing relationship growth.
  • Develop and execute strategies for proactively sourcing new relationships, expanding existing client relationships, and identifying sales opportunities.
  • Collaborate with team members to determine action plans, review needs assessments, and deliver proactive and responsive service to meet client goals.
  • Manage risk through client selection and ensure service delivery is consistent with fees being charged.
  • Maintain timely, accurate, and complete sales/client relationship management administration tasks, ensuring execution of team processes and adherence to PNC's Enterprise Risk Management Framework.

Requirements

PNC is committed to fostering an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

California Residents: Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.



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