Senior Relationship Strategist
4 days ago
PNC Financial Services Group is seeking a highly skilled Senior Relationship Strategist to join our team in Houston, TX. As a key member of our Private Bank organization, 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 or support 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 for the bank, leveraging your extensive experience and knowledge of local markets and centers of influence.
- Manage risk through appropriate client selection and ensure that our service delivery is consistent with the fees being charged, working closely with risk partners to escalate client concerns and bring about quick resolution.
- Maintain timely, accurate, and complete sales/client relationship management administration tasks, ensuring the execution of team processes and training/coaching/mentoring other team members as needed.
- University/college degree, with higher level education such as a Master's degree or certifications desirable.
- 8+ years of industry relevant experience, with a strong track record of client relationship building and growth.
- Excellent communication and interpersonal skills, with the ability to work effectively with clients, colleagues, and risk partners.
- Strong analytical and problem-solving skills, with the ability to manage risk and make informed business decisions.
- A comprehensive range of benefits, including medical/prescription drug coverage, dental and vision options, employee and spouse/child life insurance, short and long-term disability protection, and a 401(k) with PNC match.
- A robust wellness program with financial incentives, including select programs fully paid.
- Up to 11 paid holidays each year, 8 occasional absence days, and between 15 to 25 vacation days, depending on career level and years of service.
PNC is an equal employment opportunity employer and welcomes applications from diverse candidates. If you require an accommodation to participate in the application process, please contact us via email at or call and say "Workday" for accommodation assistance.
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Senior Relationship Strategist
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Houston, Texas, United States PNC Financial Services Group Full timeJob OverviewPosition SummaryPNC Financial Services Group is seeking a highly skilled Senior Relationship Strategist to join our team in Houston, TX. As a key member of our Private Bank organization, 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...
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