Senior Relationship Strategist
2 days ago
PNC 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 clients.
Key Responsibilities:- Lead or support client management activities with clients and prospective clients to deliver an exceptional client experience.
- Develop and execute strategies for proactively sourcing new relationships for the bank, ensuring a strong client commitment and advocacy.
- Manage risk through appropriate client selection and ensure that our service delivery is consistent with the fees being charged.
- Maintain timely, accurate, and complete sales/client relationship management administration tasks as determined by the business.
- University/college degree required; higher level education desirable.
- 8+ years of industry relevant experience.
- Strong knowledge of local market and centers of influence preferred.
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include medical/prescription drug coverage, dental and vision options, employee and spouse/child life insurance, short and long-term disability protection, 401(k) with PNC match, pension and stock purchase plans, dependent care reimbursement account, back-up child/elder care, adoption, surrogacy, and doula reimbursement, educational assistance, and a robust wellness program with financial incentives.
PNC is an equal employment opportunity employer and provides reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
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Senior Relationship Strategist
2 days ago
San Diego, California, United States PNC Financial Services Group Full timeJob OverviewPosition SummaryPNC 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...
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Senior Relationship Strategist
2 weeks ago
San Diego, California, United States PNC Financial Services Group Full timeJob DescriptionPNC Financial Services Group is seeking a highly skilled Senior Relationship Strategist to join our Private Bank organization in San Diego, CA.Key Responsibilities:Develop and execute a relationship management plan to acquire and retain high net worth and ultra high net worth clients.Lead or support client management activities with clients...
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Senior Relationship Strategist
4 weeks ago
San Diego, California, United States PNC Financial Services Group Full timeJob DescriptionPNC Financial Services Group is seeking a highly skilled and experienced professional to join our team as a Senior Relationship Strategist. 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...
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Senior Relationship Strategist
2 days ago
San Francisco, California, United States PNC Full timeJob Title: Senior Relationship StrategistPNC is seeking a highly skilled Senior Relationship Strategist to join our Private Bank organization. As a key member of our team, you will be responsible for developing and executing relationship management plans to acquire and retain high net worth and ultra high net worth clients.Key Responsibilities:Lead or...
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Senior Relationship Strategist
2 weeks ago
San Diego, California, United States PNC Financial Services Group Full timeJob DescriptionPNC Financial Services Group is seeking a highly skilled Senior Relationship Strategist to join our Private Bank organization in San Diego, CA.The ideal candidate will have extensive experience working with high net worth and ultra high net worth clients, preferably with an existing book of business. Current knowledge of local market and...
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Senior Relationship Strategist
3 weeks ago
San Jose, California, United States PNC Financial Services Group Full timeJob OverviewPNC Financial Services Group is seeking a highly skilled Senior Relationship Strategist to join our team. As a key member of our organization, you will be responsible for developing and executing strategies to acquire and retain high net worth and ultra high net worth clients.Key ResponsibilitiesLead client management activities with clients and...
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Senior Relationship Strategist
2 weeks ago
San Diego, California, United States PNC Financial Services Group Full timeJob OverviewPosition SummaryJob ProfilePosition OverviewPNC Financial Services Group is a leading financial institution that values its people as its greatest differentiator. We strive to deliver exceptional customer experiences, fostering an inclusive workplace culture where all employees feel respected, valued, and empowered to contribute to our success....
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Senior Relationship Strategist
2 days ago
San Francisco, California, 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. As a key member of our organization, you will be responsible for developing and executing relationship management plans to acquire and retain high net worth and ultra high net worth clients.Key ResponsibilitiesLead or support...
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Senior Relationship Strategist
2 weeks ago
San Francisco, California, 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. As a key member of our organization, you will be responsible for developing and executing relationship management plans to acquire and retain high net worth and ultra high net worth clients. The ideal candidate will have...
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Senior Relationship Strategist
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San Francisco, California, 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. As a key member of our organization, you will be responsible for developing and executing relationship management plans to acquire and retain high net worth and ultra high net worth clients.Key ResponsibilitiesLead client...
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San Francisco, California, United States First Citizens Bank Full timeJob SummaryWe are seeking a highly skilled Senior Portfolio Strategist to join our team at First Citizens Bank. As a key member of our Wealth Management group, you will be responsible for providing expert investment advice and portfolio management services to our high net worth clients.Key ResponsibilitiesPortfolio Strategy: Develop and implement customized...
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