Investment Advisor II - Client Growth & Asset Management

PNC; Arkansas; On-site; USD 86,000 - 144,000; Full time

Job summary

PNC's Investment Advisor II within the Irrevocable Specialty Trust Group is based in Cleveland, OH, focusing on delivering tailored investment strategies and client service. The role emphasizes building trusted relationships, managing accounts, and contributing to asset growth through sound advisory practices.

PNC promotes an in-office culture and offers comprehensive benefits, with emphasis on risk management and customer focus; sponsorship for visas is not provided.

Qualifications

• Experience with investment and asset management strategies.
• Ability to grow assets under management and participate in sales.
• Deliver actionable investment advice and market insights.
• Adhere to risk management practices per policies.

Responsibilities

• Manages accounts aligned with client investment objectives.
• Delivers investment experience with market insights and reporting.
• Maintains and grows assets under management; supports sales.
• Executes risk management per PNC policies.

Skills

Accountability

Budget Management

Competitive Advantages

Decision Making

Finance Strategy

Financial Modeling

Investment Management

Relationship Management

Education

Bachelor's degree

Job description

PNC's Investment Advisor II within the Irrevocable Specialty Trust Group is based in Cleveland, OH, focusing on delivering tailored investment strategies and client service. The role emphasizes building trusted relationships, managing accounts, and contributing to asset growth through sound advisory practices.

PNC promotes an in-office culture and offers comprehensive benefits, with emphasis on risk management and customer focus; sponsorship for visas is not provided.