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Senior Wealth Strategist - PNC Private Bank - Pittsburgh

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PNC

10d ago

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

AI generated summary

  • You must have strong business acumen, communication skills, and at least 8 years of industry experience to excel in this Senior Wealth Strategist role at PNC Private Bank in Pittsburgh. A JD and advanced degree are desirable.
  • You will develop, implement, and consult on complex financial, tax, and estate plans for high net worth clients, while retaining and expanding existing relationships and identifying new sales opportunities.

Requirements

  • Qualifications
  • 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 Recognition
  • Competencies
  • 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 main responsibilities of a Senior Wealth Strategist at PNC Private Bank?

The main responsibilities of a Senior Wealth Strategist include developing, consulting on, and implementing tax, estate, and financial plans for clients, retaining and growing assets under management, identifying sales opportunities to enhance existing client relationships, and developing new client relationships through networking and referrals.

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.