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Senior Wealth Strategist - PNC Private Bank

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PNC

16d ago

  • Job
    Full-time
    Senior & Expert Level
  • Banking & Finance
  • Philadelphia

AI generated summary

  • You need a JD, 8+ years industry experience, and strong skills in capital management, client prospecting, decision making, and client relationship management to be our Senior Wealth Strategist at PNC Private Bank.
  • You will develop and implement complex tax, estate, and financial plans for clients, retain and grow assets under management, identify sales opportunities, and build new client relationships through networking and referrals.

Requirements

  • Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
  • Preferred Skills
  • Capital Management, Client Prospecting, Client Relations, Competitive Advantages, Decision Making, Financial Operations, Investment Banking, Revenue RecognitionCompetencies
  • Business Acumen, Client Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investments, Networking, Problem Solving, Products and Services, Value Selling
  • Work Experience
  • Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
  • Education
  • JD
  • Certifications
  • No Required Certification(s)
  • Licenses
  • No Required License(s)

Responsibilities

  • Develops, consults on and implements tax, estate and financial plans for clients, including those of the greatest complexity. Collaborates with other planning resources on specific subject matters of greatest complexity and partners in the acquisition of new clients. Retains, expands and deepens existing relationships.
  • Conducts and reviews research, as appropriate, and develops tax, estate and financial analyses and plans. Makes generally accepted recommendations to team and may make recommendations to clients. May provide direction to wealth strategists and associates.
  • Retains and grows assets under management by working with clients, prospective clients, and Centers of Influence and providing advice and implementation.
  • Identifies solutions and PNC services as sales opportunities to enhance existing client relationships.
  • Develops new client relationships through networking, prospecting and referrals.
  • PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
  • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
  • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

FAQs

What are the primary responsibilities of a Senior Wealth Strategist at PNC Private Bank?

A Senior Wealth Strategist at PNC Private Bank is responsible for developing, consulting on, and implementing tax, estate, and financial plans for clients, including those of the greatest complexity. They also collaborate with other planning resources, retain and grow assets under management, identify sales opportunities, and develop new client relationships.

What are some preferred skills for a Senior Wealth Strategist at PNC Private Bank?

Some preferred skills for a Senior Wealth Strategist at PNC Private Bank include capital management, client prospecting, client relations, decision making, financial operations, investment banking, and revenue recognition.

What are some of the competencies expected from a Senior Wealth Strategist at PNC Private Bank?

Some competencies expected from a Senior Wealth Strategist at PNC Private Bank include business acumen, client relationship management, decision making and critical thinking, effective communications, investments, networking, problem solving, products and services, and value selling.

What is the required education for a Senior Wealth Strategist at PNC Private Bank?

The required education for a Senior Wealth Strategist at PNC Private Bank is a JD (Juris Doctor) degree.

What benefits are offered to full-time employees at PNC?

Depending on eligibility, full-time employees at PNC may receive benefits such as medical/prescription drug coverage, dental and vision options, life insurance, disability protection, retirement plans, wellness programs, paid time off including maternity and/or parental leave, holidays, vacation days, and more.

Finance
Industry
10,001+
Employees

Mission & Purpose

For more than 160 years, we’ve been committed to making a difference for our customers, communities and employees. Our Main Street banking model means we are uniquely rooted in the places where we operate, living in and supporting the communities in which we do business – understanding our customers are our neighbors. Through our growth into one of the nation’s leading banks, we are helping customers from coast-to-coast protect and grow their wealth. By combining what customers love about community banks with the security, technology, and capabilities of a top bank, we are helping everyone move forward financially. See how we can make a difference for you.